Activity Tracking & Tasks
Log calls, emails, meetings, and tasks against any record.
Log activity (call, email, meeting, note)
An authorized user logs an activity (call, email, meeting, or note) against one or more CRM entities.
Manage tasks
A user creates tasks with due dates and priorities, tracks completion, and receives overdue reminders.
View entity activity timeline
A user views the chronological timeline of all activities linked to any CRM entity.
Quick-log from entity detail page
User uses quick-action buttons on entity detail pages to log activities with pre-populated context.
Link synced email to CRM records
Emails synchronized from Gmail/Outlook integration are auto-linked to CRM Contacts and Opportunities. Unmatched emails are queued for manual linking.
Assign a task to a team member
A manager — Supervisor, Sales Manager, Admin or the Owner — assigns a task to someone they coordinate, linked to the record it concerns (for example a conversation, contact or opportunity), and follows it until it is done. Added 2026-09-22 at the product owner's request; not an item of the partners' use-case inventory.