Overview
Create scheduled tasks for calls, emails, and demos with CRM context.
Problem
Reps forget next steps across many leads; CRM tasks are noisy or siloed.
Solution
ActionDesk generates a cadence of tasks per lead and mirrors status to CRM so nothing slips.
How it works
Trigger from status changes (e.g., MQL → SQL). A task series (call, email, demo) is created with due dates and templates. Completion updates the CRM and rolls the cadence forward automatically.
Who is this for
Sales Rep
Sales Manager
Expected outcomes
- Higher lead response rate
- Predictable pipeline hygiene
Key metrics
First‑touch within 24h
Baseline
58 % of MQLs
Target
90 % of MQLs
Tasks completed on time
Baseline
62 %
Target
90 %
Gallery
Downloads & templates
Case studies
SaaS BDR team raises speed‑to‑lead
Auto‑tasks cut average time‑to‑first‑touch to 22 minutes.
Software SMB NA
Security impact
- Lead/contact metadata from CRM · PII: yes (business contact)
Compliance
- GDPR (legitimate interest/consent)
- SOC2
Availability & next steps
Pro
Enterprise