Stay on top of follow-ups with assigned tasks and automated alerts

Plan calls, meetings, and reminders in one place. Automate repetitive actions and keep your sales process moving without missing a step
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What are Tasks & Reminders

Tasks & Reminders help your team organize and monitor all activities – calls, emails, meetings, or custom tasks – directly linked to users, companies, or deals. Each activity has its type, assignee, and due date, making collaboration transparent and ensuring no opportunity is missed.
Log and manage every sales touchpoint in one place
Schedule tasks manually, in bulk, or automatically via automation and API
Stay accountable with clear ownership and deadlines
Get reminders on desktop, mobile, or email before activities are due

Keep your team aligned and your pipeline moving

Odkryj korzyści

Clarity

Every task visible in one shared timeline

Accountability

Assign activities and track ownership

Efficiency

Automate repetitive daily tasks and reminders

Consistency

Standardize your sales workflow with activity types

Context

All actions tied to users, companies, and deals

Lepsze raportowanie

Timely reminders ensure no follow-up is forgotten

Plan, automate, and track every activity with smart tasks and reminders — all in one place

Poznaj kluczowe funkcje

Activities Hub

Central place for all calls, meetings, emails, and tasks across your team

Reminders & Notifications

Alerts on upcoming or missed tasks via desktop, mobile, or email

Activity Types

Start with default categories like Call, E-mail, Meeting, Task, Lunch, or Deadline, and create custom types tailored to your workflow (e.g. proposal, demo, follow-up)

Reports & Dashboards

Track created vs. completed activities, filter by type, and monitor workload

Automation Triggers

Create or close tasks automatically based on user behavior or deal progress

Data Integration

Each activity connects to user, company, and deal profiles for full CRM context
See it in action
Funkcje standardowe

Zobacz, co jest standardem w User.com

Manage deals, conversations, and follow-ups in one place

Pipeline View

Visualize and manage your deals with a clear pipeline interface.

Sales Inbox

Centralize all prospect and customer communications across channels.

Tasks & Reminders

Stay on top of follow-ups and never miss a deal opportunity.

Scheduler

Book meetings effortlessly and sync calendars with prospects.

Automation Workflows

Automate follow-ups and repetitive tasks to scale your sales process.

Unified Customer Profiles

Every email, chat, or other activity is linked to a single source of truth.

Rozwijaj swój biznes automatycznie

Nie trać czasu na powtarzalne zadania. Pozwól automatyzacji sobie z tym poradzić.
Dziękujemy! Twoje zgłoszenie zostało odebrane!
Ups! Coś poszło nie tak podczas przesyłania formularza.