A follow-up is a task with an owner and a time.

Today, overdue and future. Every task belongs to a contact and to someone on your team, with a type, a priority, a description and a checklist. Appointments sit on the same calendar for everyone.

See how it works

Tasks

Start from a template, finish with a checklist.

Create a task from a template and the name, type, priority, assignee, due date and checklist are filled in. Reschedule to tomorrow or next week from the row menu. Clear overdue tasks in one confirmation when you need a fresh start.

Types: call, email, meeting, showing, paperwork, to-do and your own
Priorities from urgent to none
My tasks, all tasks or one teammate’s tasks
Reminders 15 minutes before due, in the app and by email

The New task dialog with a template selected, the task name, type, priority, date, time and assignee filled in.

Calendar

Day, week and month, for the whole team.

Appointments in blue and open tasks in yellow, for every team member. Click an empty slot to create an appointment with a type, a person and the teammates involved, and record the outcome afterwards.

Appointment types from buyer consultation to closing
Outcomes: showed, no show, rescheduled, cancelled, signed
Schedule sidebar for today and tomorrow
Imported events from your other calendar shown in gray

The week view of the calendar with appointments and tasks on the grid and a schedule sidebar for today.

Sync

Two-way with Google Calendar and Outlook.

Subscribe Google or Outlook to your private RLTR feed, and import your Google or Outlook calendar into RLTR. Imports refresh every 15 minutes. No app registration needed.

Private feed URL you can revoke
Imported events are read-only in RLTR
Push sync when a Google or Microsoft mailbox is connected with calendar access
Only HTTPS feeds from approved hosts are accepted

Calendar Sync in Admin with the private feed URL and the Google or Outlook import settings.

How it works

Tasks & Calendar, step by step.

A follow-up is created
From a call result, an action plan, a template or by hand.
It shows up today
On the owner’s task list and on the shared calendar.
It gets done
Tick it off; the completion lands on the contact’s timeline.
Nothing slips
Overdue tasks stay visible until someone deals with them.

Questions

Good to know.

Can I assign tasks to other people?

Yes. Assign to any team member; they can be notified when the task is created.

Does the calendar sync both ways?

Yes, through feeds: your appointments to Google or Outlook via the private feed, and their events into RLTR via an ICS address. Google refreshes subscribed feeds every few hours, Outlook roughly every three.

Do appointments create tasks?

A callback or appointment result in the Call Center creates a follow-up task; the appointment itself is created on the calendar.

Works with

Communication