Start a New Deal with Ease
Easily create a new deal by filling in key details such as the deal name, company, owner, and contact. Customize your deal flow and manage every stage effortlessly, ensuring your sales process stays organized and on track.
Easily Track Deal Progress with Drag & Drop
Effortlessly manage your sales deals by tracking their progress through stages like Prospect, Qualified, Quotation/Proposal, and Won/Closed. Use the intuitive drag-and-drop feature to move deals between stages, making it easier to stay organized and keep your team focused on closing opportunities.
Stay on Track with Sales Tasks
Never miss a follow-up again! Taskip allows you to create and manage multiple types of sales tasks, including To-do, Call, SMS, and Email—ensuring you stay connected with prospects at every stage.
Set Recurring Tasks – Automate task creation based on your preferred schedule.
Smart Reminders – Get notified at the right time to take action.
Organized Workflow – Keep all sales activities structured and on track.
Schedule & Manage Sales Meetings Effortlessly
Keep your sales meetings organized and efficient with Taskip’s smart scheduling system. Plan multiple types of meetings, including In-Person, Phone Calls, and Online Meetings, with ease.
Flexible Scheduling – Set meeting durations and prioritize important discussions.
Automated Client Notifications – Ensure clients are always informed with automatic reminders.
Assign Meeting Hosts – Designate the right team members to lead your meetings.
Automate Follow-Ups with Smart Email Sequences
Boost engagement and close deals faster with Taskip’s Pipeline Email Sequences. Set up automated email workflows based on key actions like task completion, meeting updates, deal stage changes, or a custom date/time.
Trigger-Based Automation – Emails are sent when specific conditions are met.
Flexible Timing – Set delays in days or hours between sequence steps.
Easy Management – Sort, duplicate, and adjust sequence steps effortlessly.
Personalized Content – Use dynamic placeholders for a tailored email experience.
Keep Your Team Aligned with Smart Notes
Never lose track of important customer details! Taskip’s Notes feature lets you capture key information like user time zones, preferences, or special requirements so your team stays informed and aligned.
Store Crucial Customer Insights – Keep all relevant details in one place.
Improve Team Collaboration – Share notes for seamless communication.
Quick Access & Organization – Easily retrieve and update information anytime.
Stay in Control with Activity Logs
Get a clear, real-time view of everything happening in your sales pipeline with Activity Logs. Whether it's a LinkedIn message, WhatsApp message, call log, SMS log, email log, or any other interaction, Taskip keeps track of it all.
Manual Logging – Add key interactions to keep your records complete.
Automated Tracking – Taskip logs every pipeline activity for full visibility.
Complete Deal Insights – Know exactly what’s happening at every stage.
Attach & Share Important Documents
Keep your team informed with Taskip Documents. Attach relevant documents to a deal so everyone stays updated on client details and requirements.
Seamless Document Attachment – Link important files directly to deals.
Enhanced Team Collaboration – Ensure your team has the right information at the right time.
Easy Access & Organization – Keep all client-related documents in one place.
Keep All Deal Files in One Place
Easily attach and share important files, images, or external documents within a deal. Taskip ensures that all relevant materials are stored securely and accessible whenever you need them.
Attach Key Documents – Upload contracts, proposals, or reference files.
Share Images & Media – Keep visual assets linked to your deals.
Centralized File Management – Access everything in one organized space.
Send & Track Sales Emails Effortlessly
Send emails directly from the deal page and let Taskip handle the tracking for you. Stay on top of client conversations without switching between tools.
Send Emails Instantly – Reach out to clients without leaving the deal page.
Automatic Activity Logging – Track email history for complete visibility.
Keep Deals Organized – Never lose track of important communication.
Understand Your Deal’s Progress with Custom Status Levels
Easily track the progress of each deal by adding custom status levels, such as Not Started, In Progress, Completed, or On Hold. These levels provide a clear snapshot of the deal’s current stage, ensuring your team stays informed and can act accordingly.
Set Workflow Rules to Automatically Convert Emails and Forms into Deals
Automate your sales process by setting workflow rules that instantly convert incoming emails and form submissions into new deals. Save time, reduce manual work, and keep your sales pipeline flowing seamlessly, allowing your team to focus on closing deals.
