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Frequently Asked Questions
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Gainsight is too clicky, OneNote and Evernote aren’t built for account management, and CRM is a tool for companies to keep track of everything reps do. TaskBuddy is built by people who run a book of business and offers the simple, efficient functionality that will make sure you don’t miss a beat.
Pay monthly or get a discounted rate for a yearly subscription. There are no contracts and no credit card is required to try it out. We accept credit cards securely using Stripe.
Pay monthly or get a 20% discount for paying yearly. There are no contracts - cancel anytime and your subscription will not renew.
TaskBuddy was built to have only the functionality you need and nothing you don’t. Reps need a way to keep track of meeting notes and action items, and also run their day from one simple interface. Unlike CRM or complicated enterprise tools, TaskBuddy is simple and just what you need.
Most reps we’ve talked to run their account list from a spreadsheet and keep notes somewhere else. With TaskBuddy, you can upload your account list via CSV immediately into the tool. In seconds, your account list is imported and you’re ready to get to work.
Yes! But we are deliberately focused on only adding the things you need and nothing you don’t. We want a simple, elegant interface that helps you keep track of your conversations and action items. TaskBuddy will help you be the best rep you can be.
