Finally, a tool built with you in mind!
With TaskBuddy, your notes and action items are organized by account so you can stay on top of your book of business. Manage your day from one unified dashboard.
Used by Individuals and Teams at:
Built By Sales Reps, For Sales Reps
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Keep Track of All Your Client Accounts
No need for multiple productivity tools to keep track of your customer meeting notes and tasks, now have them organized in one dashboard at all times!
Add Important
Tasks on the Fly
TaskBuddy has all your work and personal tasks on a single dashboard so nothing gets missed.
Set Cadences for Common Task Sequences
Save Time by Setting Recurring Tasks
Never Miss a Deadline or Follow-Up Again
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Write Down Your Notes in Real-Time
Have your notes and tasks easily accessible so you can have them during meetings, make updates on account information, and keep track of your conversations.
Join Us in Three Easy Steps
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Quickly Sign Up
Upload a list or manually add your accounts to get started.
Easily Stay Organized
Keep track of your notes and tasks for each client.
Instantly See Results
Run your day from a single screen. Be a better rep, today!
TaskBuddy was clearly built by people who have masterfully handled many complex accounts at once. There’s no other tool quite like it.
I want my team to spend time thinking about high level UX problems, rather than mindlessly repeating busy work. Collab helps them do that.
I want my team to spend time thinking about high level UX problems, rather than mindlessly repeating busy work. Collab helps them do that.
