The Right Action At The Right Time, Everytime.

Schedule manual tasks as part of your automated sales playbook using Sequences, such as outbound calls or automating outreach with your prospect on LinkedIn.

Execute Tasks In Rapid Succession.

Organize and excute of all your tasks in one place, Sidebar. Sidebar lives where your sales reps live, inside their browser, empowering them to view and execute tasks from anywhere - just press play.

LinkedIn Outreach: 10x Faster.

Task flow for Sidebar enables you to organize and execute all of your daily LinkedIn outreach by just pressing play.
Sidebar automatically loads your contacts LinkedIn profile and pre-fills the message dialog with theirpersonalized message. Just click send and Leadfwd moves you to the next LinkedIn task in rapid succecssion.
Learn more about LinkedIn Automation

Log Notes, Outcomes and Objections.

Tailor your task objects with custom types, outcomes and objections to match your sales channels, process and goals. Measure outcomes and prospect feedback on a granular basis or across your entire sales org, while also pushing completed tasks and notes to your CRM.

Task Management Features

Everything you need to schedule, execute and analyze manual and automated sales tasks

Browser Sidebar
Manage and execute tasks without leaving your browser.
Custom Objections
Extend your task options with custom objections that fit your sales process.
Custom Task Types
Create custom types to organize your tasks and prioritize what matters most.
LinkedIn Automation
Execute LinkedIn sales tasks at scale and faster than ever before. Learn more
Workflow
Trigger automated workflow actions based on task outcomes and objections.
Tagging
Tags allow you to both organize your contacts in groups or kick-off automated touchpoints.
Sync to CRM
Push completed tasks, outcomes, objections and notes to your CRM.
Everything In One Place
Task flow displays all of your prospects history, timeline insights and their CRM profile all in a single view.
Set Daily Limits
Manage how many prospects are touched by your Sequence each day to throttle your daily to-do list.

Simple, no-code connectors.

Click, create and automate.

Native integrations and our no-code connectors make it simple to push prospects to the top of your sales funnel, wherever your pipeline may live. Easily create filtering rules to segment contacts for your sales team, such as only pushing leads when they are showing buying signals.

NATIVE

PLUGIN

NATIVE

PLUGIN

Sync with 5,000+ business apps using our no-code connectors for Zapier , Pabbly and Make (Integromat)