Sales Task Automation
Auto-create follow-up tasks based on deal stage and activity
❌ The Problem
- →Follow-up tasks forgotten or created late
- →Inconsistent task creation across reps
- →Overdue tasks pile up unnoticed
- →No visibility into task completion
- →Deals stall due to missed follow-ups
✅ The Solution
- →Tasks created automatically at each stage
- →Activity triggers generate follow-up tasks
- →Overdue tasks escalate to managers
- →Completion tracking in real-time
- →Never let a deal fall through the cracks
How It Works
Stage Change
Deal moves to new stage
Task Created
Follow-up task auto-generated
Assignment
Task assigned to owner
Reminder Sent
Notification before due
Escalation
Alert if overdue
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
Sales Managers
Ensuring follow-through
Account Executives
Managing deal tasks
SDRs
Systematic outreach follow-up
Pricing
$997
One-time setup + configuration
Optional: $300/month ongoing maintenance & optimization
Includes updates, new rules, performance monitoring, and support
Custom configuration tailored to your workflows
Integration with your existing tools
Testing, training, and documentation
30 days post-launch support
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