European CRM · 4softcrm
Tasks and follow-up reminders — no deal falls through the cracks
Every deal, lead and contact has its own tasks, with a due date and an owner. The activity inbox shows each rep what to do today, and stalled deals are flagged in the pipeline.
Disciplined follow-up, no paper lists
Tasks on the record
Create tasks linked to a deal, lead or contact, with a due date and owner.
Activity inbox
Each user sees today's and overdue activities in a single list.
Stalled deals
The pipeline flags deals that haven't moved for too long (“rotting”).
Rule-created tasks
Rule-based automations can create follow-up tasks after a stage change or a deadline.
Reps start the day from the activity inbox, not from memory. What's overdue stands out, and forgotten deals stay flagged in the pipeline until someone picks them up.
Frequently asked questions about tasks
Yes, through rule-based automations: for example a follow-up task after a deal changes stage.
Never let a follow-up slip again
Create your first tasks and track them from the activity inbox.