Activities and productivity
Log calls, emails, meetings and tasks tied to each deal. See what’s due today, get reminders and favorite what matters, so nothing falls through.
- Tasks and activities per record
- Reminders and due dates
- Favorites, global search and shortcuts
Everything tied to the right record
Tasks, calls, emails and meetings stay attached to the contact or deal: nothing loose, nothing lost.
Never miss a follow-up again
Reminders and due dates nudge you at the right moment so no promise slips through the cracks.
Start the day already organized
The daily sweep gathers what’s due today into one clear list you can attack without a second thought.
Reach anything in seconds
Global search and keyboard shortcuts let you move through the CRM at the speed of thought.
What matters always within reach
Mark records as favorites and return to your priority deals with a single click.
Activities always in the deal/account context
Automatic reminders via a daily sweep
Global search and keyboard shortcuts to fly
Nothing gets forgotten
Each activity is tied to the right record. A daily sweep reminds the owner of due tasks and scheduled follow-ups.
Fast to use
Global search, favorites and keyboard shortcuts keep the day smooth: fewer clicks, more selling.
- 1
Log tasks, calls, emails and meetings on the record itself.
- 2
Set dates and reminders for each activity.
- 3
Check the daily sweep as you start the day.
- 4
Use global search and shortcuts to move faster.
Too many follow-ups to remember
Each task with a date and reminder makes sure no customer goes without a reply.
A morning lost deciding what to do
The daily sweep hands you the day’s list ready, and you start producing.
Finding one record among thousands
Global search locates any contact, company or deal in seconds.
What counts as an activity in the CRM?
Calls, emails, meetings and tasks logged on each deal or contact, always in the right context.
How do the due-date reminders work?
A daily sweep alerts the owner about tasks coming due and scheduled follow-ups.
Do activities get tied to the right record automatically?
Yes. Each activity is attached to the contact or deal, nothing loose.
Do I need to set anything up to start getting reminders?
No. The daily sweep runs on its own and gathers what's due today into a ready list.
What is global search for?
It finds any contact, company or deal in seconds, without digging through menus.
Do the keyboard shortcuts need any installation?
No, they come built into the CRM so you can move around faster.
How do favorites work?
You mark the most important records and return to them with one click, no searching again.
Is this included in the free plan?
Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.
Does this help when I have many follow-ups to remember?
Yes. Each task with a date and reminder makes sure no customer goes without a reply.