Taskbase ranks your prospects every morning from real signals, coaches you on every call and hands each booked meeting to the AE with the full story.
Top cold call list of the day
Update listAlpenwerk Security is a Swiss cybersecurity provider offering managed security services, advisory and technology consulting.
Score: 75
Account fit 0Role fit +15Lead status +10Partner referral +50
Why now: recommended directly by a partner contact, and opened your lemlist sequence three times this week.
Open in HubSpotBrantec IT provides managed services, SAP consulting, IT security and cloud solutions across industries in Switzerland.
Score: 75
Account fit 0Role fit +15Lead status +10Partner referral +50
Why now: recommended directly by a partner contact, and replied to your last lemlist email.
Open in HubSpotTop cold call list of the day, ranked by signals from your CRM and outreach tools. All names are fictional.
Three jobs, one AI
Skills
One focus skill at a time, coached on your own calls, with your playbook and the account history in mind.
Time back
Briefings, follow-up emails, CRM updates and call lists, done before you ask.
Playbook
What works in real calls comes back as a playbook suggestion, so every rep applies it.
The problem
The impact
Signals such as opened emails, LinkedIn connections, website visits and leadership changes rank your list. The lead scoring template in your playbook turns them into one score, so you call warm.
Short feedback on your cold and discovery calls, on the skill you are working on, with the exact wording for next time.
Every objection you hear is counted. You see the most common ones at any time and practise on them.
When you book a meeting, the AE gets the new opportunity and what you agreed on, and it is in their morning briefing too.
On the phone (iPhone and Android) and on the desktop, as transcription only, so no consent is needed for a recording.
Taskbase in action
A ranked list of who to call today, from signals such as opened emails, LinkedIn connections and website visits. Not a task queue.
Find good events, then the people at them who match your ICP. Email them and add them to the CRM from the list.
One strength, one gap and what to say on the next call, after every cold call.
The same for discovery calls: the questions that were missing and the wording to use.
Practise on the objections you hear most, straight from the playbook.
A booked meeting becomes a new opportunity for the AE, with the problems you agreed on in the call.
Phone calls on iPhone or Android, calls in your CRM or on the desktop. Transcription only.
From signal to booked meeting
Your tools
The CRM, the sequencer, LinkedIn and the data tools stay as they are. Taskbase connects to them and ranks, enriches and updates for you.
HubSpot
Salesforce
lemlist
Prospeo
Clay
FullEnrich
Apollo
LinkedInEvents
Taskbase suggests events that fit your ICP from the sales playbook, then lists the people likely to be there. Public emails and phone numbers cover smaller ICPs. For larger ones, data tools such as Prospeo, lemlist, FullEnrich and Clay fill the gaps. Email them straight away and add them to the CRM automatically.
Event prospector
Matches your ICP: logistics, 50–500 employees · 12 people likely to attend
An event lead list: who to meet, where the contact data came from, and one click to email or add to the CRM. All names are fictional.
Handover
As soon as you book a meeting, the AE gets a message with the new opportunity and what you agreed on in the call, such as the problems the prospect named. The same information is in their morning briefing, so there is no handover to write and nothing gets lost.
Taskbase10:42
New opportunity
Northwind Freight · Tuesday, 10:00Booked by Lena (SDR)
Agreed in the call
Open briefingAdd to my day
It is in tomorrow’s morning briefing too.
The message the AE receives when a meeting is booked. All names are fictional.
Objections
Every objection you hear goes back to the playbook and is counted, so you see which ones come up most. You can practise on exactly those in Taskbase, and the best answers become the standard for the whole team.
Objections
Every new objection is added to the playbook.
The most common objections of the last 30 days, with practice one click away. All names are fictional.
Living Revenue Playbook
Taskbase does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.
A new objection, competitor or question shows up in real conversations.
Taskbase proposes a playbook change and shows the evidence.
The accountable leader reviews and approves it.
Coaching, answers and automated work follow the new standard.
Lead scoring, cold call skills and objection answers all come from the same approved playbook as the AEs, so SDRs and AEs work from one story.
Where Taskbase fits
Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
Watch a ranked list, a coached cold call and a handover that needs no writing.