Follow-up tasks land in your CRM

Release 0.26

Integrations
CRM
When a call ends with a commitment, the follow-up task is created in your CRM automatically and assigned to the right person.
Published

June 10, 2026

Most follow-ups aren’t dropped because someone decided not to do them. They’re dropped because nobody wrote them down.

Sales Signals now creates the task for you. When a call ends with a commitment — send the quote, call back Thursday, check stock and confirm — that becomes a task in your CRM, assigned to the person who owns it, with a due date taken from what was actually agreed on the call. The task carries a short summary of what was discussed and a link back to the call, so whoever picks it up doesn’t need to ask.

Nothing is invented. If the call ended without a clear commitment, no task is created — a vague “we’ll be in touch” doesn’t become a fake deadline in someone’s pipeline. That absence is worth knowing about too, and it’s why the same call shows up as a next step that was never fixed.

Tasks that fail to reach the CRM are visible and can be sent again, so a connection problem doesn’t quietly cost you a week of follow-ups.

Latest updates

See it on your own calls

Sales Signals is in early access. Join the waitlist for monthly product updates while we build, and first access when we open the doors.

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