Tasks, interactions, and reminders
Add tasks to a contact, log interactions, and set a reminder cadence to stay in touch.
Beyond the basics of a contact, the CRM helps you actually keep up with people — with tasks, a running interaction history, and reminders to reach out.
Tasks and interactions
- Tasks — add to-dos tied to a specific person, so a follow-up doesn't slip.
- Interactions — log a call, meeting, or note after you connect, building a history of your relationship over time.
Reminder cadence
1
Set a cadence
Give a contact a reminder cadence — how often you want to stay in touch.
2
Stay in touch
Progress tracks when you last contacted them, so people you've gone quiet on don't fall off your radar.
The interaction history you build here feeds the person's AI context brief and meeting prep — so the more you log, the more useful both become.
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