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Name the next action
A specific title helps you pick up the topic in a few words.
See included information
- Call Camille about access to the property
- Prepare measurements before the visit
- Review quote options before the conversation
FREE CRM · TASKS AND REMINDERS
The job keeps you busy.
Keep track of the rest.
Call a client back, prepare a visit, revisit a quote. Give the small actions that move relationships forward a place in your day.
- Tasks linked to client context
- A due date to prepare your day
- A clear view of completed actions
Clear about what comes next.
Tasks and remindersIncluded
09
Call Camille backProperty access
11
Prepare the visitMeasurements to check
15
Explore the exampleRevisit the quoteFixture option
Included in the free planContacts, follow-up and everyday tools50 SMS + WhatsApp combined per month
TRY IT YOURSELF
Build your starting point.
Try the example data. Actions stay on this page, without saving or sending.
Horizon Workshop/ Tasks and remindersDemo
Call Camille back
Today09:30Camille Martin · Confirm access arrangements before the visit.
Prepare measurements
Today11:00Nora Benali · Review the need before the first visit.
Review quote options
Tomorrow15:00Camille Martin · Compare the two fixture references.
Review observations
Today08:00Résidence Palm · The building A report is ready for the site meeting.
Filter tasks and check an action to see your list update.
WHAT THE CRM BRINGS TO YOUR WORK
Reminders that also tell you why.
An action is easier to resume when the client and topic are already identified. Your list becomes an entry point into the relationship.
Give your day a reference point
A due date makes an action easier to find among open topics.
See included information
- A date to plan follow-up
- The client involved to restore context
- Tasks to browse in your follow-up
Keep the list in line with progress
Mark what is done and return to what still needs attention.
See included information
- Open and completed actions
- Client information within reach
- A new task when the relationship calls for another step
BUILT FOR YOUR WORKDAY
Small follow-ups build
lasting relationships.
A sent quote does not capture everything. Record the question to ask and the action to prepare, so you can resume without starting over.
Explore an exampleCRM tools, starting with the free plan.
50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans
HELPFUL ANSWERS
Before you start.
Scope, quotas and useful details.
Does a task send a message to the client?
No. Tasks support your organization. Messages and invitations are prepared separately with the appropriate channel.
Is this Google Calendar synchronization?
This page presents tasks and reminders in the client contact book. Google Calendar connection belongs to Connected tools and has a separate setup.
Are actions checked here saved?
They only exist in this demo. Reloading or leaving the page resets the example data.
FREE CRM · BEEDY
Prepare the next step
before it slips your mind.
Find your contacts and prepare the next action.