Flexible Scheduling
Preset intervals or custom dates. You choose when to be reminded.
Reminders
Never forget a follow-up again
Set smart reminders for any contact, deal, or task. Get notified at the right time via push notifications, in-app alerts, or email. Keep every promise you make to a prospect.
Smart Scheduling
Set it once, never think about it again
Schedule reminders for any time. 15 minutes, 2 hours, tomorrow morning, or a specific date. Snooze if you're busy. The reminder stays until you act on it.
- Quick presets: 15m, 1h, tomorrow, next week
- Custom date and time picker
- Snooze and reschedule with one click
Multi-Channel
Get notified where you work
Choose how you want to be reminded. In-app notifications, push alerts on your phone, or email digests. Never miss a follow-up, even when you're on the road.
- In-app bell notifications
- Mobile push notifications (PWA)
- Daily email digest of upcoming reminders
Capabilities
Reminders that keep you accountable
Record Linking
Attach reminders to contacts, deals, companies, or tasks for full context.
Snooze & Reschedule
Busy right now? Snooze for 15 minutes or reschedule for later.
Smart Notifications
Multi-channel delivery: in-app, push, and email. Choose per reminder.
Calendar View
See all reminders on a daily, weekly, or monthly calendar grid.
Team Reminders
Set reminders for teammates. Managers can create follow-up assignments.