Tired of letting key customer-impacting tasks fall through the cracks? Personify’s Task Management and Reminders feature lets you organize, assign, and track tasks—keeping your team on schedule and ensuring nothing gets overlooked.
Stay on Top of It with Integrated Task Management
Task Management & Reminders
Key Features
Unified Workflow
Have you ever been assigned “Reach out to [Customer] by End of Day,” then had to find that person’s information? When a task is linked to a contact, you’ll have both their information and their conversation history in a single dashboard.
Context-Rich Tasks
Every task can be linked to specific customers, deals, or campaigns. This context ensures that your team understands the “why” behind the task, enabling more informed and effective execution.
Customer-Based Automations
Create tasks automatically based on CRM triggers (e.g., new lead added, deal moved to the next stage), ensuring critical steps are completed.
Improved Team Collaboration
See the progress of customer interactions and follow up as needed, keeping everyone on the same page.
Calendar Sync
Keep tasks visible and manageable by syncing them with Google Calendar and others for seamless scheduling.
Priority Levels
Assign tasks with high, medium, or low priorities to help your team focus on what matters most.
Why choose Personify?
- Team Collaboration: Assign and manage tasks across your team for improved productivity and accountability.
- Integrated Task Management: Connect tasks with your CRM, contacts, and calendar for a unified workflow.
- Scalable for Any Team: Whether you’re a solo entrepreneur or managing a large team, Personify adapts to your needs.
- Enhanced Visibility: Use filters and reminders to ensure you never miss a deadline or lose track of a task.
- Save Time with Automation: Recurring tasks and subtasks simplify repetitive work and keep your projects moving forward.
Use Cases
Marketing Agencies: Assign tasks to team members, track client projects, and stay on top of deadlines with ease.
Service-Based Businesses: Manage recurring client appointments and operational tasks to keep your business running smoothly.
E-commerce Stores: Coordinate product launches, promotions, and inventory updates with task reminders and collaboration tools.
Freelancers: Organize projects, track client work, and streamline communication with integrated task management.
Small Teams & Startups: Keep everyone aligned on priorities and progress, even when wearing multiple hats.
