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Tasks & Calendar

Know who does what, and exactly when

Coordinate customer follow-up, quotation reviews, and internal team action items in one place. Keep assignees, priorities, and calendar dates right beside the work.

Start 7 Days FreeHow it works
Team execution schedule

Customer follow-up shouldn’t be lost in a sticky note

Anchor tasks arising from conversations directly to customer profiles; assign ownership and set transparent calendar commitments.

CREATO / TasksSample view
Task: Post-proposal follow-upLinked records
Contact: Emma MillerCustomer profile
CRM: Collection deal requestSales opportunity
Record linked Pipeline follow-up
Task RoutingSample view
Task DetailsOwner & Priority
Owner: DennisAssigned representative
Priority: Medium · Status: To DoOptions: Urgent / Medium / Low
Assigned to Dennis Priority: Medium
Calendar ViewSample view
Calendar: WeekTask schedule
Task card: Follow-up call with EmmaConversation touchpoint
Deadline moved to following morningRescheduled
Deadline updated Calendar: Week
Filters & AI SuggestionsSample view
Filter: Assigned to meImpending actions
Prompt: Follow up on Emma’s pricing proposalCopilot suggestion
Review task → Added to active agendaApproved
In schedule Copilot
CREATO / TasksSample view
Task: Post-proposal follow-upLinked records
Contact: Emma MillerCustomer profile
CRM: Collection deal requestSales opportunity
Record linked Pipeline follow-up
How it works

Transform a conversation into structured follow-up

Record task intent, assign ownership, and secure a calendar slot in one seamless sequence.

Post-proposal follow-up call

01 — Define the task

Describe the upcoming action item required for the customer.

Emma Miller
CRM deal

02 — Link the record

Associate the task with the relevant contact or sales deal.

Dennis
Medium
Tomorrow

03 — Set the schedule

Pick the designated owner, urgency tier, and calendar due date.

To Do
In Progress
Completed

04 — Track progress

Monitor status across your team task lists and interactive calendar views.

CREATO / Tasks & Calendar

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

CRM
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.Copilot
ReportsLast 7 days
Recovered carts
€0,000▲ 18%
37 orders
First response time
0s▼ 64%
33 s the week before
Conversations answered
0,000▲ 9%
71% by an AI Employee
See priorities, make decisions with confidenceReview daily briefings; evaluate and approve AI-recommended actions with complete control.Unified Inbox
Inbox12 open conversations
AllAssigned to meAwaiting reply
Ayse Yildiz2mWhen will my order ship?
Mert Kaya9mDo you have this in a large?
Elif Demir24mI opened a return request
Burak Sen1hCan I pay on delivery?
Last order #1042 · €38 · In transit
Every conversation on one screenAssign, reply to, and track message history across all connected communication channels.Automations
AutomationProposal follow-up · Example flow
New lead receivedMeta form → CRM
Proposal sentCRM stage updated
Wait 3 daysStop if the customer replies
Send a reminderContinue the proposal conversation
Put structured workflows on autopilotCombine events, granular conditions, scheduled delays, and actions in one reliable visual builder.

Schedule tomorrow’s customer follow-up today

Connect tasks to customer profiles; align owners and timelines across your team.

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