Taskfloly

Taskfloly is a task-and-deal tracker that wants to replace the sticky notes, the half-abandoned spreadsheet, and the mental list of who owes whom a reply. It lays your work out as visual pipelines, then nudges the right person when a card stalls, so follow-ups stop slipping through the cracks of a busy week.

What Taskfloly actually does

The whole tool is built around moving work from one stage to the next without anyone having to remember to chase it. In practice that means:

• Drag-and-drop pipelines that show tasks and deals moving through stages
• Click-to-start calls, emails, or texts straight from a task card
• Task assignment with owners, due dates, and watchers so accountability is clear
• Automated reminders that nudge owners and follow up with leads on their own
• Unlimited automations and integrations to wire it into the rest of your tools
• Unlimited user roles so access maps to how your team is actually structured

Two features are worth pulling out of that list. The click-to-start actions mean a rep can call, email, or text a contact from inside the card they are already looking at, so logging the touch and making it are the same motion rather than two separate chores. And the automated reminders run on rules you set once: a lead that has gone quiet for three days, a task whose due date has passed, a deal stuck in the same stage too long. The board nudges the owner instead of waiting for someone to notice. That is the part that turns a tidy pipeline into one that actually closes things.

Who it's built for

Small sales teams and operators who live in follow-ups will get the most out of this: anyone whose deals die not from a bad pitch but from a reminder that never fired. The counterpoint worth saying out loud is that a pipeline tool only works if people update it. If your team will not move cards, no amount of automation saves you, and you would be better off with something lighter. If they will, the click-to-start actions remove enough friction that updating the board stops feeling like extra admin and starts feeling like the work itself.

The deal

Tier 1 is $19 and covers 5,000 contacts, two domains, and ten system users, with calendar, payments, and unlimited tasks, automations, and integrations included from the first tier. The 25K-contact and 250K-contact tiers run $49 and $99 if you outgrow it. For a contact base that size at the entry price, it is an easy thing to put in front of a small team. [Grab the Taskfloly deal on DealMirror](https://www.grabltd.com/recommends/taskfloly-dm/).