Never let a follow-up slip again.
Tasks, reminders, and checklists in the CRM. Hand off work without leaving a record behind. Two-way Google and Outlook sync.
Trusted by 100,000+ customers since 2009.
Tasks & calendar
Task Call Priya N. is due — reminder sent and synced to your Google calendar.
From sticky notes to a system that remembers.
Follow-ups on sticky notes.
Tasks tied to every lead.
Reminders you set—and forget.
Automatic reminders and overdue alerts.
Every deal handled a different way.
Checklists standardize the process.
Calendar and CRM out of sync.
Two-way Google and Outlook sync.
Double-booked and overbooked.
No double-booking, ever.
Handoffs lost in chat.
@-mention handoffs on the record.
Stay on top of everything—automatically.
Tasks, reminders, checklists, and calendar sync keep your day organized and nothing forgotten.
One list for the whole day.
Create, assign, and prioritize tasks tied to the right lead—so work never gets lost.
- ✓ Tasks tied to leads
- ✓ Assign to teammates
- ✓ Priorities and due dates
A nudge at the right moment.
Automatic reminders make sure follow-ups happen—on time, every time.
- ✓ Automatic reminders
- ✓ Overdue alerts
- ✓ Push and email nudges
Call Priya N. is due now.
Send quote is overdue — nudge sent.
Repeatable steps, done right.
Checklists standardize your process so every deal and file follows the same steps.
- ✓ Reusable checklists
- ✓ Step-by-step process
- ✓ Nothing skipped
Google and Outlook, in sync.
Two-way sync keeps Shape and your calendar perfectly aligned—book once, see it everywhere.
- ✓ Two-way Google sync
- ✓ Two-way Outlook sync
- ✓ No double-booking
Hand off without dropping the ball.
@-mention a teammate to assign a task and loop them in—right on the record.
- ✓ @-mention to assign
- ✓ Notifications sent
- ✓ History on the lead
@Dana can you call Priya at 2?
Task assigned — on my list.
Organized days. Zero dropped balls.
Tasks and calendar keep the whole platform moving. Reminders fire from workflows, appointments book from AI calling, and everything ties back to the lead in lead management—so follow-through is automatic.
“This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.”
Benjamin KonoMy Smart Team
Nobody hands you the keys and walks away.
Implementation, support, and training are part of the account — and Professional Services is there when a project needs more.
Your existing data is moved and organised for you, then checked before anything goes live.
Phone and email support from product experts, backed by 24/7 AI for anything that cannot wait.
Professional Services can take on custom projects and hands-on work beyond standard onboarding.
Tasks & calendar questions, answered
What do Shape tasks and calendar do?
They keep your team on track with tasks, reminders, checklists, and @-mentions tied to the right leads—synced two-way with Google and Outlook so nothing falls through.
Does Shape sync with Google and Outlook?
Yes. Two-way sync keeps Shape and your Google or Outlook calendar aligned, so appointments booked in one place show up everywhere and you never double-book.
Can I assign tasks to teammates?
Yes. Assign tasks directly or @-mention a colleague to hand off work and loop them in, with notifications sent and the history kept on the lead. See Notes & Collaboration.
What are checklists for?
Checklists standardize repeatable processes—like document verification or closing steps—so every deal or file follows the same steps and nothing gets skipped.
What do tasks and calendar integrate with?
They sync with Google and Outlook and connect to the rest of your stack through native integrations, webhooks, and an open API, and reminders can be driven by automations. See Integrations & APIs.
Is my task and calendar data secure?
Yes. All task, calendar, and activity data is protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Keep every follow-up on track.
See how Shape’s tasks, reminders, and two-way calendar sync keep your team organized—so nothing ever slips.