Tasks & Today view
Due today, overdue, next-step workflow. Your team sees what needs attention right now — no dropped follow-up.
Follow-up that flows
+ Task before you close the record. Today view surfaces what's due. Missed-call follow-up stays fast, visible, and organized.
OPEN FOLLOW-UPS
- Today
Sarah Mitchell
Next: Send HVAC estimate
- Tomorrow
Marcus Webb
Next: Confirm plumbing appointment
- In 2 days
Priya Patel
Next: Follow up on roof approval
Add Lead · + Task · Schedule · Open lead
No dropped follow-up
Operational simplicity. Tasks flow from Pipeline. Today view keeps your team on track.
Due today, overdue — surfaced
Tasks appear in Today view. Overdue items get attention. No more buried to-dos.
Next step on every lead
Set the task in Pipeline — "Call back Tuesday 3:30pm." It flows to Tasks. One place to act.
Missed-call follow-up workflow
Configured workflows help your team respond fast after a customer-initiated conversation, with the required consent and full context attached.
Open follow-ups at a glance
See which customers need a callback, estimate reminder, appointment confirmation, or invoice follow-up this week.
Set the next step — the work moves forward
No complex project management. Just lead → task → scheduled job → estimate → invoice. Set up in minutes.
Related revenue operations workflows
See how this module fits the CRM and follow-up workflows contractors evaluate.
Common questions
Where do tasks come from?
Tasks are set as next steps on leads in Pipeline. You can also add standalone tasks. Everything surfaces in Today view.
Can I see overdue items?
Yes. Today view shows due today, overdue, and upcoming. Overdue items are clearly marked so nothing slips.
Your move
Start with one live workflow.
Then connect the chain.
See how ALTITUDE carries a real lead from first click to follow-up, scheduled job, approved estimate, paid invoice, and branded client portal — before you roll it out to the team.
- No credit card
- Full ALTITUDE from day one
- Cancel anytime