Built-in Tasks & Reminders
Keep your day organized. Tie every task directly to a customer or a deal.
What it does
Managing conversations in one app and to-do lists in another causes context switching that kills productivity. Important follow-ups slip through the cracks.
WaveChat brings task management directly into the CRM. When you create a task, it is intrinsically linked to a specific lead or contact.
When the reminder fires, you don't just see 'Call Sarah'. You click the task and are immediately dropped into Sarah's full WhatsApp history.
What you get
Contextual Tasks
Tasks are never orphaned. They are always linked to a lead, giving you the immediate context needed to execute.
Team Delegation
Assign a task to a colleague. They receive a notification, and you can track when they mark it as completed.
Calendar Synchronization
Two-way sync with Google Calendar and Outlook ensures your WaveChat reminders appear alongside your daily meetings.
Task Templates
Apply a predefined checklist (e.g., 'New Client Onboarding') to automatically generate a list of 5 standard tasks for a lead.
Who uses it
An Account Executive
They set a task to 'Check in on Q3 proposal' for next Thursday. The task links directly to the pending deal.
A Customer Success Manager
They apply an 'Onboarding' task template to every new sign-up, ensuring no compliance step is missed.
A Sales Manager
They review the 'Overdue Tasks' dashboard to see which reps are falling behind on their committed follow-ups.
Common questions
How do I get notified when a task is due?
Can automations create tasks?
Can I set recurring tasks?
Start free while it is still free
WaveChat is free for our first 100,000 businesses. No send fee, no card, no sales call.
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