Your contacts get called back on time
Commitments made in conversation become dated tasks, attached to the contact and assigned to an owner. Your reps open their day on the list of calls to make.
Try it →"I'll call you Thursday" is not enough
A commitment made on the phone and written down nowhere is a commitment that will not be kept. Follow-ups pile up in people's heads, on sticky notes and in personal calendars, with nobody able to say what is overdue.
Skipcall tasks turn every promise into a dated, visible action.
The "Today" tab lists the follow-ups due that day, with the planned time. Your reps do not have to decide where to start: the list is made.
An "Overdue" tab isolates tasks past their due date, with a permanent counter in the navigation. Lateness is no longer discovered at the end of the month. The "Upcoming" and "Done" tabs complete the picture: everyone knows what is coming and what has been handled.
"Call back after the demo, asked for a quote for 12 licences": title, note and linked contact sit on the same row, so the rep knows what to say before dialling.
A call icon sits in the Action column. You start the conversation from the list, without opening the contact record or looking up the number.
A counter shows how many times the contact has already been called on this task. You know whether this is the first or the third attempt, and you adjust your approach.
Tasks are assigned by name, with the owner's avatar. Unassigned tasks stay visible to the whole team, so no follow-up falls into a blind spot.
Follow-ups are dated to the day and the hour. "Thursday at 2 pm" stays Thursday at 2 pm, even if the person who promised it is away that day.
A memory aid or a follow-up system
A contact asks to be called back after reviewing a quote. The rep creates a task dated Thursday at 2 pm, noting the amount and the number of licences discussed.
On Thursday morning the task appears in the day's tab. The rep calls in one click from the list, with the context in front of them. The task moves to "Done" once the conversation is over.
Frequently asked questions
How do I avoid forgetting to call a prospect back? +
By turning the commitment into a task dated to the day and the hour, attached to the contact. The follow-up reappears in the "Today" tab on the planned date, with the context of the previous conversation.
How do I know which follow-ups are overdue? +
An "Overdue" tab isolates tasks past their due date, with a permanent counter in the navigation. Lateness is visible at all times, not only during a team review.
Can I call straight from my task list? +
Yes. A call icon sits in the Action column: you start the conversation from the list, without opening the contact record or looking up the number.
Can I assign a task to a colleague? +
Yes. Every task has an owner, changeable at any time. Unassigned tasks stay visible to the whole team.
How do I know how many times I have already called a contact? +
An attempt counter is shown on the task: you see immediately whether this is the first or the third attempt, and adjust your approach.
Can I filter tasks by rep or by period? +
Yes, through the filters and the column settings.
What happens if the rep is away on the day of the follow-up? +
The task stays visible to the team and a colleague can pick it up. A due date set for Thursday at 2 pm stays Thursday at 2 pm, regardless of who is in.
What is the difference between a calendar and a sales follow-up system? +
A personal calendar is visible only to its owner, is not linked to the contact and does not flag what is overdue. A sales follow-up system shares the due date with the team, links it to the contact record, counts the attempts and lets you call in one click.
Open today's list
Create your first task from a conversation and find it again on the day it is due.
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