CRM

Tasks that write themselves.

Every call ends with the right next action. Assigned, scheduled, done.

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Auto-task

Follow up with Mercer & Co.

Customer asked for a quote. Send by Wed 10am.

Due Wed 10:00·Created from call

AI-generated

"Follow up with Mercer & Co. Wed AM" — created automatically from the call.

Assigned to humans

When the AI hits a defined trigger, assign + Slack-ping the right person.

Scheduled, not piled up

Tasks get a due time. Calendar block optional.

Bulk reassign

Move all tasks from one teammate to another in one click.

Recurring tasks

Quarterly reviews, monthly check-ins — pre-scheduled.

AI suggestions

"You haven't followed up with these 4 leads."

Auto

task creation

22h

saved/week (avg)

Unlimited

tasks

“Saved 22 hours a week on admin. I finally take Sundays off.”

Marco Esposito

Brightway Roofing

Plays well with everything else

CRM

Contacts

Auto-captured from calls. Enriched. De-duplicated. Forever.

CRM

Deals

New → Contacted → Qualified → Converted. Stages move automatically based on call outcomes.

CRM

Appointments

AI agents check your calendar in real time and book without double-booking.

Frequently asked

Who creates tasks?

AI does. Humans can add their own anytime.

Slack integration?

Yes — assign + ping in one step.

Do tasks expire?

No, but overdue tasks bubble up automatically.

Can I bulk reassign?

Yes, with full audit log.

Want every call to end in the right action?

Tasks that write themselves.

Start free trial