Never miss a follow-up
Create tasks, set deadlines, and link them to deals and contacts.
See what needs doing
Tasks group by urgency, from overdue to upcoming. Each one shows who owns it, when it's due and the deal or contact behind it. Open the list and you know where to start.
My tasks
5 openOverdue(1)
Send revised pricing to Tobi
Today(2)
Follow up on security questionnaire
Schedule demo with Lisa
Upcoming(2)
Prepare renewal proposal
Review contract redlines
Dovio joins the call and captures the follow-ups
During the meeting, Dovio turns what was said into next steps for your side. Each one becomes a suggested task, linked to the right contact and dated when a date was mentioned. The follow-ups are created for you, so you just accept the ones that matter.
Suggested tasks
From your meeting with Northbeam
Send security questionnaire to Sophie
Sophie ChenFridayShare pricing for 40 seats
Sophie ChenBook follow-up before budget review
Sophie ChenNov 3Tasks with full context
Every task links to the contact, company or deal it belongs to. Open one and everything it's tied to is right there, so you can act without looking it up first. Not just a line on a list.
Your whole team, in sync
See how the work is spread across your team and who has something overdue. You spot what's slipping, and who's overloaded, before it becomes a problem.
Sarah
4/8 done2 overdue
Marcus
4/6 done
James
1/5 done1 overdue
Ready to get started?
Try Dovio free for 14 days. No credit card required.