Automation
When a card enters a stage, TaskSiddhi can create a checklist item for the rep, set a reminder or schedule the next service. Each stage can also enforce its own rules.
Three actions run when a card enters a stage. Each can wait before it runs, from minutes to years.
Adds a checklist item for the person doing the work.
Reminds the owner at the time you set.
Schedules the follow-up visit, by default 11 months later.
Not in TaskSiddhi
These run in HelloGrowthCRM, our CRM. They are not part of any TaskSiddhi plan, and TaskSiddhi sends your customers nothing.
Send the customer a WhatsApp message from the card
Place an AI voice call from a stage
Draft a quote and raise an invoice from it
Record a field visit with GPS location and photo proof
Link tasks to leads, deals and accounts
Free for up to 5 users. 14 days of Pro to try everything, no card needed.
Not sure it fits? See who TaskSiddhi is for