Products
One platform for the entire B2B revenue cycle
Six connected modules that share one customer record, from first lead to renewal.
Lead ManagementAccounts and ContactsPipeline and DealsActivities and Follow-upsReports and ForecastingSecurity and Administration
Activities and Follow-ups
Every next step, owned and on time
Plan follow-ups as tasks, log calls and meetings against the right record, and see what is overdue before a deal slips.
- Tasks with due dates, priority and owner
- Overdue and due-today alerts
- Call log with direction, outcome and duration
- Meeting notes with attendees and outcome
ReachIQ Activities and Follow-ups
Tasks done
72
Calls logged
58
Meetings held
34
Overdue
6
4 follow-ups due before noon
Right-sized
The same product, configured for your scale
Small business
Live in a day with CSV import. No consultants or setup fees. Simple pipeline the whole team understands.
See the solutionMid-market
Team-level dashboards and forecasts. Lead scores and owner assignment. Custom properties for your process.
See the solutionEnterprise
Audit log and privacy controls. Teams, seats and roles. Data export, and account deletion on request.
See the solutionActivities and Follow-ups
Everything included in activities and follow-ups
Tasks
- Title, type, priority, due date and owner
- Tabs for All, Due today, Overdue and Upcoming
- Tick tasks off from the list
- Bulk create tasks for many records
Calls
- Direction: inbound or outbound
- Outcome: connected, voicemail, no answer
- Duration and notes for every call
- Calling menu in the top bar to log a call fast
Meetings
- Title, attendees, date, time and duration
- Location such as video call or on site
- Meeting outcome and follow-up
- Today's meetings on the Home page
Reminders
- Notification bell for overdue and due-today tasks
- Meetings starting today
- Deals closing in the next seven days
- Mark all as read in one click
On screen
Fields you will work with
These fields come ready to use. Add your own with custom properties.
Task titleTask typePriorityDue dateAssigned toCall directionOutcomeDurationMeeting locationAttendees
FAQ
Questions about activities and follow-ups
Where do I see what is overdue?
The Tasks page has an Overdue tab, and the notification bell lists overdue tasks.
Can I log a call against a contact?
Yes. Log calls from the record page or from the calling menu in the top bar.
Do meetings show on the Home page?
Yes. Today's meetings appear on Home with their time and location.
Try ReachIQ with your own data
Start free, then add capacity and controls as you grow.