Focus modeOne task at a time. Finish it and the next one steps up.
The work, in order, on the record.
Call outcomes, workflows, access requests and the 3am audit raise tasks. Each lands in a single queue, sorted by priority, attached to what it's about.
Much of it arrives on its own.
An email lands or a call ends, and a workflow raises the follow-up on that customer’s record.
A workflow or sequence hands a person the step it can’t do, then carries on.
Every night, gaps in your setup become tasks for admins, with the fix inside.
The record’s owner gets a task to review. Custral puts its own requests in the same queue as yours.
Ask Stella, your AI teammate, in plain words. You approve the task before it’s added.
Add a task from a record’s quick actions, or a follow-up right on a conversation.
Sorted before anyone opens it.
Activity Center6 tasks
A call task comes with the number.
Name, what it’s about and the number. Call rings through the built-in dialer.
The next task is always in reach.
HomeTasks, conversations and signals that need you.
The sidebarTasks has its own mode, with a live count.
Next Up widgetFloats over whatever screen you’re on.
Your phoneThe list, each task, and a push when one is yours.
Yours stays yours. A task with an assignee shows only in their lists.
You hear about it. New assignments reach you in the app and by push. Anyone can turn that off for their account.
Done, and it's on the record.
Complete a task and it's logged on the record's timeline, beside the call that started it.
Plans from $39 a seat a month, billed annually. See pricing