Task management
Task management
built in
Turn customer chaos into organized action with Tasks that actually get done
Turn customer chaos into organized action with Tasks that actually get done
Give your each of your customers fast, accurate answers powered by AI - no training required, no extra effort. Each Space has it's own context, create unlimited Chatbots!
Whether you're closing a deal, onboarding a new client, or managing ongoing support, Dokky Tasks keeps your team accountable and your customers happy.
The Problem: Customer Work Gets Lost in the Shuffle
Sound familiar? Your sales team promises a demo by Friday. Your customer success manager needs to follow up on that implementation issue. Your agency just took on three new projects with overlapping deadlines.
Without a clear system, important customer work falls through the cracks. Deals stall. Clients get frustrated. Your team scrambles to catch up.
Keep customers
in the loop
Get Dean to create tasks for you
Type or speak to Dean about the tasks you need making, there isn't a need to concern yourself with manual task creation, tis the 21st century! He'll even look and tell you if there are any dupes!
Keep customers
in the loop
Get Dean to create tasks for you
Type or speak to Dean about the tasks you need making, there isn't a need to concern yourself with manual task creation, tis the 21st century! He'll even look and tell you if there are any dupes!
Keep customers
in the loop
Get Dean to create tasks for you
Type or speak to Dean about the tasks you need making, there isn't a need to concern yourself with manual task creation, tis the 21st century! He'll even look and tell you if there are any dupes!
✅ Keep Everything Customer-Centric
Assign tasks to specific customer Spaces so nothing gets lost. Whether it's pre-sales deliverables or ongoing support, all customer-related work stays organized in one place.
✅ Crystal Clear Accountability
See exactly who's responsible for what, with due dates that keep deals moving and customers satisfied. No more "I thought you were handling that" moments.
✅ Visual Progress That Actually Motivates
Watch tasks flow from "To Do" to "Done" with clean kanban boards. Your team will love seeing progress, and you'll love seeing results.
The Solution: Tasks Built for Customer-Focused Teams
Simple Setup, Powerful Results
Getting started takes minutes, not months:
Create tasks for any customer deliverable or follow-up
Assign to team members or customer Spaces for perfect organization
Track progress with visual boards that keep everyone aligned
Deliver consistently and watch customer satisfaction soar
From calls to
tasks, automatically
Our AI call analyser automatically pulls out action items and creates tasks. No more note taking and manual taks creation, Dean has already done it. Cheers Dean.
Stay on top
of everything
From calls to
tasks, automatically
Our AI call analyser automatically pulls out action items and creates tasks. No more note taking and manual taks creation, Dean has already done it. Cheers Dean.
📊 Trending Feature Request
"SSO integration" mentioned by 8 customers this month. Estimated revenue impact: $42K if delayed beyond Q2.
⚠️ High Risk Account - Acme Corp
Mentioned competitors twice in last 3 calls. Sentiment declined from positive to neutral.
🎯 Customer Health Score
Overall Portfolio Health: 87/100
Stay on top
of everything
Simple Setup, Powerful Results
Getting started takes minutes, not months:
Create tasks for any customer deliverable or follow-up
Assign to team members or customer Spaces for perfect organization
Track progress with visual boards that keep everyone aligned
Deliver consistently and watch customer satisfaction soar
“Dokky is a game changer when it comes to both understanding and collaborating with your prospects or customers.”
Ruth Sasser, Strategic Account Manager
Transform the way you understand and engage with your customers or prospects
“Dokky is a game changer when it comes to both understanding and collaborating with your prospects or customers.”
Ruth Sasser, Strategic Account Manager
Transform the way you understand and engage with your customers or prospects
“Dokky is a game changer when it comes to both understanding and collaborating with your prospects or customers.”
Ruth Sasser, Strategic Account Manager