OccamTasks
Your team's follow-ups in one shared queue.
Assign a call, a thank-you note, or a follow-up to a teammate and track it through to done — a lightweight shared to-do list tied directly to the donor record it's about, instead of living only in someone's head or inbox.
What's included
- Assign a follow-up to any teammate
- Tied directly to the donor record it's about
- One shared queue — nothing lives only in someone's inbox