Hot replies become tasks.
Nothing falls through the cracks.
When a lead replies positively, Goleed creates a follow-up task automatically -- with the conversation context attached. Your daily board shows exactly what needs your attention right now.
Your daily board
Everything due. One view.
Overdue, today, and upcoming -- sorted automatically so you always know what to tackle first.
Overdue
1Sarah Chen -- Book demo call
Acme Corp · Replied: "Looks interesting, let's chat"
Today
2Marcus Johnson -- Send pricing deck
TechFlow Inc · Asked about enterprise pricing
Emily Park -- Follow up on trial
GrowthLabs · Started free trial 5 days ago
Upcoming
1Tom Wilson -- Check back Q3
Replied: "Maybe in Q3, circle back then"
How it works
Reply to task to close -- in 3 steps
Lead replies to your campaign
Goleed detects positive intent in the reply and creates a follow-up task in seconds -- no manual triage required.
Task appears on your board
You see it immediately with the conversation snippet and lead context attached. Prioritized by urgency automatically.
Act and close
Reply, book the meeting, mark complete. The deal card updates, your teammate is notified, and the board refreshes.
Everything included
Built for sales teams that move fast
Every feature you need to turn replies into revenue -- without a separate task management tool.
Auto-created from positive replies
Goleed detects buying intent in replies and creates a follow-up task automatically -- conversation context and lead profile included.
Prioritized daily board
Overdue at top, due today below, upcoming last -- always know exactly what to do right now. No more hunting through your inbox.
Team assignments
Assign any task to a teammate directly from a thread. They're notified immediately and it appears on their board alongside the conversation.
Due dates and reminders
Set due dates on any task. Overdue tasks never get buried -- they surface at the top of your board in red until marked complete.
Full conversation context
Every task links to the full conversation thread, lead profile, and campaign that created it. No hunting for context before you pick up the phone.
One-click complete
Mark tasks done without leaving the board. Keyboard shortcut support for power users who live in the task view.
CRM integration
Fully connected to your pipeline.
Tasks don't live in isolation. Every task links to the CRM deal it belongs to, so your pipeline always reflects what's actually happening in your outreach.
- Tasks auto-link to CRM deal cards when a deal exists for the lead
- Completing a task updates the deal's last-activity timestamp
- Assigning a task notifies the teammate and shows in their board and the deal
Deal: Sarah Chen -- Enterprise
FAQ
Common questions
Can I create tasks manually -- not just from replies?
Yes -- create tasks from any lead profile, conversation thread, or CRM card. You can set the due date, assignee, and a note when creating manually.
Can I set recurring tasks?
Not currently -- tasks are single due-date events. Recurring task support is on the roadmap. For now, you can duplicate a completed task to re-schedule it.
What if I'm assigned a task but don't have access to the lead?
You'll see the task on your board and be granted read access to the conversation thread it references. Full workspace access is not required to action assigned tasks.
Do tasks sync to Google Calendar or Outlook?
Calendar sync is coming soon. In the meantime, you can export due-today tasks via email digest or Slack notification.
Every hot reply, followed up.
Free to start. No credit card needed.