Sales Task Automation
Auto-create follow-up tasks based on deal stage and activity
❌ The Problem
- →Reps forget to follow up on deals, killing momentum
- →Manual task creation takes time and is inconsistent
- →Overdue tasks pile up with no visibility or escalation
- →No standardized follow-up cadence across team
- →Managers can't track if reps are following process
✅ The Solution
- →Stage-based task creation when deal moves
- →Activity-triggered reminders for follow-ups
- →Overdue task escalation to managers
- →Task completion tracking and reporting
- →Standardized playbooks enforced automatically
How It Works
Trigger Event
Deal stage change, activity completion, or time-based trigger
Task Creation
Automated task created with predefined template and due date
Rep Notification
Task assigned to rep with Slack or email notification
Overdue Monitoring
System tracks overdue tasks and sends reminders
Escalation
If task remains overdue, escalate to manager via Slack alert
Key Features
Works With
Don't see your tool? We integrate with 100+ platforms.
Perfect For
Sales Teams
Enforce consistent follow-up cadence across all reps
SDR Teams
Automate outreach sequences and follow-up tasks
Sales Managers
Monitor rep activity and ensure process compliance
Pricing
$1,600
One-time setup + configuration
Optional: $250/month ongoing maintenance
Includes new task templates, workflow updates, and support
Custom task automation playbooks for your sales process
Integration with CRM and notification tools
Manager dashboard setup
30 days post-launch support
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