Assign tasks with due dates and reminders against any contact or deal, and let a unified activity timeline capture every touchpoint automatically.
Create a task — a call to make, a proposal to send, a contract to chase — and attach it to the contact, company, or opportunity it belongs to. Assign it to a teammate, set a due date and a reminder, and it shows up in their queue with the full context one click away.
Tasks carry due dates and reminders, and overdue work is surfaced rather than buried. The CRM is built so that a deal with no next step, or a reminder that has come due, gets attention — turning those signals into timely nudges instead of letting follow-ups quietly lapse.
Logged emails, notes, stage changes, and completed tasks all post to the record's activity timeline automatically. Dedicated inbound email securely captures each client's CRM conversation, so the history stays trustworthy because it is captured as work happens, not reconstructed afterwards.
Agency operators and authorised client CRM administrators can create, rotate, or revoke a client-scoped CRM inbox address from the existing CRM surfaces. The address is shown once when created or rotated, then XeroFlow retains only the data needed to route mail safely; it is never available again from a list or status screen.