Meetings, Tasks & Calls
The daily motion, organised
Tasks, meetings, calls, email and calendar in one engagement layer — every touchpoint scheduled, recorded and attached to the records that matter.
The point of it all
“The daily motion, organised” — not as a slogan, but as the way the meetings, tasks & calls workflow is actually built.
Everything meetings, tasks & calls should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Task management
Personal and team tasks with priorities, due dates and record links.
Meeting scheduling
Plan, run and log meetings with agendas and outcomes on the record.
Call logging
Calls captured with outcomes and follow-ups against contacts and deals.
Email workspace
Connected mail keeps customer threads beside CRM context.
Calendar view
The week at a glance, drawn from tasks, meetings and deadlines.
Automation hooks
Rules create and reschedule engagement work automatically.
Everything lands on the record
A meeting about a deal lives on the deal. A call with a contact lives on the contact. Engagement is searchable history, not tribal memory.
- Record-linked activities everywhere
- Outcome capture on completion
- Timeline visibility across teams
- Follow-ups created in context
Automation does the scheduling grunt work
Stage changes book follow-ups; stalled deals create check-ins; meeting actions in automations update or reschedule real meetings from live data.
- Meeting actions on real meeting data
- Task creation from triggers
- Reschedules and cancellations by rule
- Escalation when work slips
A personal command centre
Each person sees their day — tasks due, meetings ahead, calls promised — assembled from everything across the platform.
- Unified daily agenda
- Priority-aware ordering
- Quick actions from the list
- Mobile-friendly views
Works as one
Meetings, Tasks & Calls shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — Engage & Market modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Plan
Tasks and meetings schedule against records and people.
Execute
The day runs from one agenda with context attached.
Capture
Outcomes and notes land on the timeline automatically.
Follow through
Next steps create themselves from rules and outcomes.
Meetings, Tasks & Calls, answered
Yes — automation actions can update, reschedule or cancel real meetings based on pipeline events.
Every task, call and meeting links to its customer, building a complete engagement history in the 360°.
The agenda assembles tasks, meetings and deadlines across modules into one prioritised list.
Role-based visibility lets managers and teammates coordinate without exposing what should stay private.
Automation actions can create tasks and update, reschedule or cancel real meetings based on pipeline events.
Every task, call and meeting links to its customer, building a complete engagement history in the 360°.
The agenda assembles tasks, meetings and deadlines across modules into one prioritised list.
More from Engage & Market
See Meetings, Tasks & Calls in action
The daily motion, organised — watch it work on a flow shaped like yours.