A sticky note, a calendar entry, a mental note to circle back - none of them are attached to the actual thread, which means the one time you need the context most (three weeks later, following up) is exactly when it's hardest to find.
To set a follow-up from inside a conversation
Separate to-do apps required
No tier-gating on tasks
Nobody decides to drop a warm lead - it just slips, because the reminder to follow up lived somewhere other than the conversation itself, and by the time anyone remembers, too much time has passed to look responsive.
Across a whole team, this compounds: dozens of small, silent drops per month, each one a lead that could have closed with one more timely message.
Add a follow-up task directly from a conversation - no separate app, no context switch.
Set a specific date and time, so a follow-up shows up exactly when it should, not "sometime later."
A task tied to a conversation is visible wherever that conversation is - no separate task list to check.
Once it's set, the system tracks it - your memory doesn't have to.
Maybe a customer said "check back with me next week" - set a task right there, right then.
As specific as it needs to be - "Thursday 2pm" beats "sometime this week."
The task shows up for whoever it's assigned to, attached to the exact conversation it's about.
Send the message, mark the task complete - or set the next one if the conversation isn't done yet.
Set a follow-up task directly from any conversation, with a specific due date and time
Tasks are tied to the conversation they're about - full context is one click away, not a separate lookup
Available on every plan with no tier restrictions
Mark a task complete from the same place you set it
Overdue and upcoming tasks are visible across your team's shared inbox
Pairs naturally with pipelines - set a follow-up the moment a lead enters a new stage
Included on every plan, from Small up - no tier-gating on this feature.
This one isn't rationed by plan tier - connect a number on any plan and it works the same way from day one.
Yes - overdue and upcoming tasks are visible across the shared inbox, not siloed to one person's own view.
It stays visible as overdue until it's completed or rescheduled - nothing disappears silently.
Connect a WhatsApp number and see follow-up tasks working in minutes.
