The perfect plan for every sales professional

The only sales tool that delivers more than you spend.

Essential

$
Free
Start Your Free Trial
Your first 14 days are free
No credit card required
Up to 7 Accounts

Standard

$
3.99
/monthly
Get Started
Your first 14 days are free
No credit card required
Track Unlimited Accounts

Essential

$
Free
Start Your Free Trial
Your first 14 days are free
No credit card required
Up to 7 Accounts

Standard

$
39.99
/year
Get Started
Your first 14 days are free
No credit card required
Track Unlimited Accounts

Need a custom plan for your team?

Have a larger team with specific needs?  We are happy to see how we can best support you and your employees.

Simple & Efficient
Manage conversations and action items for each account, but run your day holistically across your entire book of business.
Intuitively Organized
Each account has its own page, but you can check off tasks one by one on a unified dashboard.
Flexible Payments
There are no contracts - cancel anytime and your subscription will not renew.
Secure Payment
All credit card information is secured through Stripe to ensure complete protection.

TaskBuddy Simplifies
the Entire Process

 As an account manager, you want to maximize the time you spend actually helping customers. TaskBuddy lets you focus on who is important and ensures that you never miss a follow-up.

Meet the Zervakos Brothers

Richard Zervakos
Sr. Commercial Lead, Demandbase
"I counted at least four thousand clicks using Gainsight to run my day. TaskBuddy was built out of the need for a single place to track all of my conversations and action items so that I never drop the ball."
Ryan Zervakos, Linkedin, Sr. Account Director
Ryan Zervakos
Sr. Account Director, LinkedIn
"I’ve always struggled with keeping track of my notes and action items in a single place. I wanted to create a tool that was powerful but easy to use."
Green Dot

Our mission is to help sales reps increase productivity & build stronger client relationships.