Never Miss a Follow-up Again Tasks
Daily follow-up scheduling, team tasks tied to customers, and reminders that keep every rep on top of their next action.
Live in days, not quarters.
Configure
Set up Tasks with your workflows, pipeline stages, and user roles in minutes.
Integrate
Connect other TrustEdge modules and third-party tools — email, WhatsApp, and your ERP.
Go live
Start selling with full training, data import support, and ongoing assistance from our team.
Everything Tasks puts in your reps' hands.
Daily Follow-up Scheduling
Streamline your sales workflow with built-in daily follow-up scheduling — purpose-built for B2B teams.
Customer-linked Team Tasks
Streamline your sales workflow with built-in customer-linked team tasks — purpose-built for B2B teams.
Assignee-wise Task Views
Streamline your sales workflow with built-in assignee-wise task views — purpose-built for B2B teams.
Reminders & Notifications
Streamline your sales workflow with built-in reminders & notifications — purpose-built for B2B teams.
Overdue & Unanswered Flags
Streamline your sales workflow with built-in overdue & unanswered flags — purpose-built for B2B teams.
Activity Logging
Streamline your sales workflow with built-in activity logging — purpose-built for B2B teams.
Every stage of the deal, covered.
Task & Follow-up Management feeds straight into your pipeline — no exports, no re-keying.
“The ERP sync removed double data entry entirely. Closed deals flow straight into operations, and our reps stopped living in spreadsheets.”
Plays nicely with every other module.
Task & Follow-up Management shares one data layer with the rest of TrustEdge — no connectors required.
Questions, answered.
TrustEdge's Task & Follow-up Management is built for modern B2B sales teams with multi-tenant project isolation, role-based access, and a fully integrated CRM — so leads, quotes, communication, and reporting all live in one place.
Most teams are live within 1-2 weeks depending on team size. TrustEdge's team handles data import, pipeline configuration, user training, and go-live support.
Yes. TrustEdge connects to Gmail and Outlook, WhatsApp, your ERP, and 5,000+ apps via Zapier webhooks — plus inbound lead webhooks from Meta and your website forms.
Yes, comprehensive onboarding and remote training are included for all sales reps and managers. TrustEdge also provides ongoing support after go-live.
Ready to put Tasks to work?
Book a free demo and see how Task & Follow-up Management transforms your sales operations.