Calendar & Actions | Better Sales Pro

Calendar & Actions

Stay on top of every task. Never miss a moment.

Manage tasks, schedule appointments, and sync calendars so your team stays organized and focused on closing deals.

  • Create and assign tasks in seconds
  • View your calendar, appointments, and meetings
  • Set reminders and never miss a follow-up
  • Sync with your favorite calendar apps
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Task managementCreate, assign, and prioritize work in one place.
Calendar & schedulingSee your day, week, or month at a glance.
Reminders & notificationsTimely nudges so nothing slips.
Team collaborationShare tasks and stay aligned.
Trusted by thousands of businesses

Plan better. Do more. Close more deals.

Tasks, calendars, and action plans work together so your day runs smoothly.

Task management

Lists, priorities, and due dates that keep everyone accountable.

Calendar & scheduling

Book time, avoid conflicts, and see work side-by-side with meetings.

Reminders & notifications

Email and in-app alerts for deadlines and follow-ups.

Team collaboration

Assign owners, comment, and track progress across the team.

Powerful features to keep you and your team on track

  • Recurring tasks

    Weekly standups, renewals, and routines on autopilot.

  • Task assignments

    Clear ownership with due dates and status at a glance.

  • Calendar sync

    Two-way sync with Google and Microsoft calendars.

  • Insights & reports

    See completion rates, workload, and bottlenecks.

View all features

Task and calendar view in Better Sales Pro
Action plans

Turn strategy into execution with action plans

Break goals into steps, assign owners, set due dates, and track progress from start to finish.

  • Create step-by-step action plans
  • Assign tasks and set deadlines
  • Track progress and stay accountable
  • Align your team around key goals
Action plan dashboard in Better Sales Pro
Templates

Start faster with ready-to-use templates

Proven blueprints for sales, projects, and follow-ups — customize in minutes.

New client onboarding

Kickoff checklist from contract to first value.

12 tasks · Used 2.4K times

Sales follow-up plan

Touchpoints after every demo or proposal.

8 tasks · Used 1.8K times

Quarterly business review

Prep, deck, and next-quarter goals.

10 tasks · Used 960 times

Lead nurture campaign

Sequences that keep prospects warm.

14 tasks · Used 3.1K times

Product launch plan

Cross-team milestones from beta to GA.

16 tasks · Used 740 times

Customer retention plan

Renewals, health checks, and upsell moments.

9 tasks · Used 1.2K times

View all templates

Everything works together

Action plans, tasks, and calendars in one place.

Plan

Build action plans and break down your goals.

Schedule

Add tasks and meetings to your calendar.

Execute

Get reminders, stay on track, and complete work.

Succeed

Track progress and achieve better results.

Seamlessly connect with the tools you already use

Keep calendars and notifications in sync across your stack.

Google Calendar

Two-way events & availability

Outlook Calendar

Microsoft 365 scheduling

Slack

Task updates in channels

Zapier

Automate workflows

100+ more

API & native integrations

View all integrations

Ready to get organized and never miss a thing?

Join thousands of businesses using Better Sales Pro to stay focused, aligned, and closing more deals.

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