Deal Task Board: Tasks Updated, Assigned and Done for You

Cobl turns emails, calls and RFP files into 1 task board per deal. It assigns each task, reminds the owners and does the small ones itself, once you approve.

Deal task board

Deal tasks updated, assigned and partly done by Cobl.

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Which deal or project do you want to organize?

Trusted by 1700+ teams to close deals faster.

Who owes what on this deal? Nobody really knows

To-dos everywhere

A promise in an email, a question in a call, a request in Slack. Half of them never become a task.

Experts to chase

Presales, legal, security. Before each deadline, you chase every contributor by hand.

Small tasks pile up

Send the deck, log the call, book the follow-up. Each takes 5 minutes. Together they take your day.

A board that fills itself and does the small work

Cobl reads the deal's emails, calls and documents and turns each promise into a task with an owner and a date. It reminds your team, prepares the drafts and does the routine tasks once you approve.

Tasks from real exchanges

Each promise or question in an email, a call or an RFP becomes 1 task. No duplicates.

Owners kept on track

Each task goes to the right person, with a reminder on Slack or Teams before the deadline.

Small tasks done for you

Recap emails, follow-ups, CRM updates. Cobl prepares them, you approve, Cobl sends.

Try it with Cobl

Create a task board for the Helix Logistics deal.

Covered by

Get every open task from emails and calls, each with an owner and a date.

Who still owes a contribution to the Helix RFP response?

Covered by

See missing inputs by person, with the deadline and a reminder ready to send.

What can you do for me on this deal today?

Covered by

Get the tasks Cobl can prepare, such as the recap, the CRM update and the follow-up.

What is waiting for my approval?

Covered by

See the drafts and updates Cobl prepared, ready to approve, edit or skip.

Try it with Cobl

Less admin, and no promise left behind

Buyers judge you on what you deliver between meetings. When each promise has an owner and the small work gets done, you keep their trust and your time.

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People and Cobl together

Your team and Cobl work from 1 board. Cobl takes the routine tasks, people keep the judgment calls.

Clear owners and deadlines

Each task has 1 owner, 1 date and a status. Experts and approvers see what they owe.

Nothing slips

Late tasks, missing inputs and 2 people writing to the same contact are flagged early.

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Questions about this use case

What is sales task management?

Sales task management is how a rep or a deal team tracks the actions that move deals: follow-ups, documents to send, internal approvals and expert input. Most of these tasks start in emails, calls and chat, so the hard part is capturing them, not listing them. Cobl turns them into a board for each deal.

What can an AI sales assistant do on a deal?

It can capture tasks from emails and calls, draft recaps and follow-ups, propose CRM updates and remind people of what they owe. The useful ones ask before anything leaves your company. In Cobl, every email to a customer and every CRM update waits for your approval.

How do you coordinate a deal team before an RFP deadline?

Break the RFP into deliverables. Give each one 1 owner and a date set before the real deadline, and check progress at fixed times. Chase missing inputs early, because experts are often busy on other deals. Keep approvals such as pricing and legal on the same list, so they do not surprise you on the last day.

Does Cobl send emails without my approval?

No. Cobl drafts emails and messages and prepares CRM updates, but anything that leaves your company or changes your CRM waits for your approval. Inside your workspace, it can organize tasks and prepare documents on its own.

Deal Task Board: Tasks Updated, Assigned and Done for You

Who owes what on this deal? Nobody really knows

To-dos everywhere

Experts to chase

Small tasks pile up

A board that fills itself and does the small work

Tasks from real exchanges

Owners kept on track

Small tasks done for you

Try it with Cobl

Less admin, and no promise left behind

People and Cobl together

Clear owners and deadlines

Nothing slips

Questions about this use case

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