Overview
Set tasks tied to a conversation, contact, or deal — with deadlines, owners, and reminders. Tasks surface in the inbox sidebar and email digest, so nothing slips. Recurring tasks handle weekly check-ins; bulk-create from segments handles post-campaign follow-up.
- Tasks tied to deals, conversations, or contacts
- Deadlines with email and in-app reminders
- Assign to teammates with notifications
- Recurring schedules (weekly, monthly, custom)
- Bulk-create from segments after a campaign
- Today/upcoming/overdue views in the sidebar
- Mark complete from the conversation thread
How it works
1
Create from any context
Right-click any conversation, contact, or deal to add a follow-up task. Voxys pre-fills the link so the task always has context.
2
Set a deadline + owner
Pick a date, assign to a teammate, optionally make it recurring. Reminders fire 24 hours before, then at the deadline.
3
Stay on top of the queue
The inbox sidebar shows today's tasks, upcoming, and overdue. Mark complete with one click — Voxys logs it on the linked deal or contact.