No more waiting—Meet Tasks

Lack of data doesn’t kill deals. Deals stall because teams don’t know what to do next. Even when every email, note, and interaction is logged, momentum slows if the next action isn’t clear. Follow-ups get missed, handoffs become messy, and opportunities slip through the cracks. That’s why we’re retiring Reminders and replacing them with the more sophisticated Tasks!

With Tasks in folk, you can:

• Create and assign tasks to yourself or your team
• Complete tasks individually or in bulk
• Create and manage tasks through the API or MCP
• See your tasks and oversee your team’s in one dedicated space
• Get notified when a task is due, both in-app and by email
• Keep every deal moving forward with clear next steps

The best CRM isn’t just a record of what’s already happened. It helps your team prioritize what comes next.

Try it today

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