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CRM AI

Tasks Table for Business App
It would be nice to have a centralized tasks dashboard in Business App. We want our clients to be able to easily navigate the tasks they log for contacts and companies in one central location. Currently they have to enter into each individual record to find those tasks. If a client has hundreds of company records in their CRM, it makes it very difficult to easily manage their logged tasks. I've tried creating a custom tasks object in the CRM for clients, but it's a bit clunky and the mandatory fields overwhelm my clients. If there would be a way to create a better display that populates based on the tasks created from the company and client records that would be great.
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Sales Tasks
Send 1:1 emails from inside the CRM
Full email functionality in Business app - receive and send - with the ability to process with AI. Via Gmail or Outlook — every email, reply and attachments are auto-tracked in the CRM activity feed.
22
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Sales Tasks
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in progress
Google Voice
Any reason why Google Voice is not setup for integration
0
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Sales Tasks
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