CRM Platform
The follow-ups that actually get followed up
Tasks live on the record, not in a separate app — assign them, give them a due date and a reminder, and see everything owed across the workspace in one list.
Attached to the work
A task is created on the record it concerns and shows on that timeline, so the next person to open the account sees what is already in motion.
Assign it to a person
Hand a task to a teammate rather than hoping they read a note. It appears in their list with the due date and the record it belongs to.
Reminders that fire
Set a reminder time and the platform notifies the assignee when it comes due — the follow-up does not depend on someone remembering to look.
What's included
- Tasks on any record, shown on its activity timeline
- Task types: to-do, call, email, message and meeting
- Due dates with overdue highlighting
- Assignment to any workspace member
- Scheduled reminders delivered to the assignee
- Workspace-wide task list across every record
- Completion tracking, and creation from automation flows
Learn how to set it up
- The record timeline: notes, email, tasks and signaturesWrite formatted notes, send rich email with your signature, assign and remind on tasks, and pin what matters.
- Tasks, assignment and remindersCreate follow-ups on the record they belong to, assign them to teammates and get reminded before they slip.
Works with
- MeetingsCalendly-class scheduling built into the CRM: share a link or embed the scheduler on your site, sync Google and Microsoft calendars, and every booking becomes a contact on a timeline — not a row in another tool.
- Custom objectsSolstral's object model is fully flexible: define objects, attributes and relationships that match your business, and every feature — views, imports, campaigns, flows, reports — just works with them.
- Pipelines & dealsCreate a pipeline in one step, drag deals across stages, weight it by per-stage probability, and see forecast numbers that update as the board moves.
Try Tasks & reminders on your own data
Free plan, no card, set up in an afternoon.