10 — Tasks & Follow-Ups

Nothing slips.

Every conversation becomes a task. Every task becomes a reminder. Every reminder becomes a closed deal — because AI is watching the whole thing and will escalate the at-risk ones before they're lost.

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AI-extracted

Voice note in. Tasks out.

When a voice note mentions "send the spec sheet on Monday", a task gets created with the right contact, the right deal, and Monday's date. The rep didn't type anything. The task showed up.

Escalation

Overdue tasks climb to the manager.

A task that's been overdue for too long shows up on the manager's daily digest with the deal, the original action item, and a one-click reassignment option. No more "I forgot" at end-of-quarter review.

10 — Tasks & Follow-Ups

Track the follow-up. Close the deal. Start free.