Hot replies become tasks.
You just follow through.
Stop managing follow-ups in spreadsheets or sticky notes. Goleed creates tasks from positive replies automatically, so you always know what's due and what's urgent.
My tasks -- 2 due today
Sarah Chen -- Acme Corp
Sent pricing deck, follow up on questions
Marcus Johnson -- TechFlow
Replied positively -- book meeting
Emily Park -- GrowthCo
Check back in Q3 -- set reminder
All features
Everything due. One view.
Auto-created from replies
When a lead replies positively, Goleed creates a follow-up task automatically -- with the context of the conversation attached.
Personal task board
A clean, prioritized view of everything on your plate today. Overdue, due today, and upcoming -- sorted automatically.
Team assignments
Assign tasks to any teammate directly from a conversation thread. They get notified and the task appears on their board.
Due date reminders
Set due dates and get reminded before things slip. Overdue tasks surface at the top so nothing falls through the cracks.
One-click complete
Mark tasks done without leaving the view. Keyboard shortcut support for power users who live in the task board.
Linked to deal context
Every task links directly to the conversation, lead profile, and CRM deal it belongs to. No hunting for context.
FAQ
Frequently asked questions
How are tasks created?
Tasks are created automatically when a lead replies positively to a campaign. You can also create tasks manually from any lead profile, conversation, or deal card.
Can tasks be assigned to other team members?
Yes. Any task can be reassigned with a due date and optional note. Assigned tasks appear in the assignee's personal task board.
Do I get reminders for overdue tasks?
Yes. Goleed sends email digests for tasks due today and highlights overdue tasks in red on your board. Slack notifications are also available.
Can I connect tasks to deals in the CRM?
Yes. Tasks link directly to the lead record, conversation history, and any open deal. One click takes you from task to the full context.