Know who 🔥 is and engage faster
Automate messages and trigger actions with lead scores created from signals that matter.
Build custom score
Use all your demographic, firmographics and behavioral data to set up scores.
Optimize Engagement
Refine your strategy based on collected data to boost user engagement.
Analyze Data Trends
Track key metrics to understand the behavior of your audience over time.
Connect Your CRM with the Tools You Already Use
Seamlessly integrate with your favorite platforms to sync contacts, track conversations, and keep every deal moving forward.
AI-Powered CRM That Works the Way You Do
Automate tasks, organize contacts, and turn every interaction into an opportunity—with intelligent tools built for modern relationship management.
AI CRM Assistant
Drive productivity and personalization with built-in AI that automates follow-ups, prioritizes leads, suggests next best actions, and crafts personalized communications – fully integrated across your CRM.
Lead & Contact Management
Capture, organize, and nurture your leads and contacts seamlessly. Manage every stage of the relationship from first touch to conversion, while tracking activity history, engagement, and interactions all in one place.
Company & Account Organization
Map your contacts to their respective companies with ease. Structure your CRM with clear account hierarchies, making it simple to manage multiple contacts within the same organization for stronger business relationships.
Dynamic Smart Lists
Segment your contacts and companies automatically based on behaviors, properties, and activities. Build dynamic lists that update in real-time to power your personalized outreach, automation, and reporting strategies.
Task & Activity Automation
Stay on top of every interaction with intelligent task management. Automate reminders, schedule activities, and trigger custom items based on contact engagement, or custom workflows.
AI-Powered CRM That Works the Way You Do
Automate tasks, organize contacts, and turn every interaction into an opportunity—with intelligent tools built for modern relationship management.
Customer Management Hub
Contact activities tracking
Company and deal dashboards
Custom CRM reports
Lead and deal scoring
Let AI Build Your Perfect Lists Take the guesswork out of segmentation.
Taskifi's AI automatically creates smart contact lists based on engagement, activities, and customer behavior — so you always target the right people at the right time.
Create Smart Lists
Know more, Sell better
Equip your team with AI-driven insights that given them the edge in every interaction.
View important details like communication history and preferences
Get AI recommendations on next best actions
Personalize pitches with data-backed insights
Start unifying your data, teams, and tools with Taskifi Smart CRM.
FAQ
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