Your team's to-dos on a board, a table or a timeline, right beside your clients, with tasks that create themselves when a lead comes in or a booking is missed.
Turn on a rule: when a lead is new, a trial is done, a booking is missed or a task is finished, the next task appears for the right person.
A board to drag, a table to sort, a timeline to plan, and rows by person, priority or status. Save the view you use.
Every task about a client shows on their record and on the lead, beside the conversation and their bookings.
Reminders arrive in the bell and by email. Followers hear about comments, and @mentions bring someone in.
Simple enough for the front desk, with the depth for bigger projects when you need it.
Put tasks in projects, mark milestones, and show what's waiting on what.
Start a timer on a task or add time by hand, against an estimate.
Save a checklist as a template and let routine tasks repeat on their own.
Cards for what's due, what's late and who has what, refreshed every minute.
Start free, turn on a rule, and let the next task find the right person.
