Activities & tasks
Log every touchpoint, miss no follow-up
Calls, meetings, emails, LINE chats and notes in a timeline, so anyone can pick up where a colleague left off. Assign tasks with due dates; the overview lists what's due today and overdue.
Common pain points
Follow-ups that rely on memory get missed
- 01
What did we talk about?
The customer calls and you can't remember what you promised last time.
- 02
Context lost in handovers
When the owner is away or leaves, the history goes with them.
- 03
Forgot to call back
Without a reminder, important follow-ups slip past their deadline.
What you get
History and reminders on every customer page
01 / ACTIVITIES
Activity timeline
Company, contact and deal pages each have a timeline for calls, meetings, emails, LINE chats and notes.
- Five activity types
- Newest first
- Only the author and admins can edit
02 / ACTIVITIES
Tasks and assignments
Create tasks, set due dates and assign teammates; linked customer pages show them too.
- Due date and assignee
- Link to a company, contact or deal
- Open and done listed separately
03 / ACTIVITIES
Overview reminders
See what's due today and what's overdue as soon as you log in.
- Due today
- Overdue
- Uses your workspace time zone
How to start
Activities & tasks
- 1
Open a customer page
Company, contact or deal.
- 2
Log the touchpoint
Pick a type and jot down the key points.
- 3
Create the next task
Set a due date and assign an owner.
- 4
Check the overview daily
Due and overdue items are listed for you.
Try it yourself
Create a free workspace — trying it is the best way to see. Prefer a walkthrough? Book a live demo.