Available in Teams, Slack & Google Chat
The AI Chief of Staff for every Sales Rep
Have your sales reps walk into every meeting prepared, leave every call coached, and never lose a deal to admin again. Taskbase connects to your playbook, CRM, calendar, and call recordings to deliver real-time coaching, AI-prepared briefings, automated follow-through, and much more; so every rep performs at their best.
Core Benefits
Effortless Enablement for Sales Leads
Instead of manually managing training, prep, and follow-through, leaders set the objectives; and Taskbase coaches, prepares, and executes alongside every rep. Individually for the rep.
Skilled-up Reps — Real Coaching, Real Results
AI-powered feedback on every real call sharpens your reps' messaging, objection handling, and confidence — grounded in your playbook, delivered minutes after the call ends. No need for you to be in the room.
Reps Walk Into Every Meeting Prepared
Before every external meeting, reps receive an AI-generated briefing: deal context, full prior interaction history, stakeholder intel, and the right opener for the deal stage — straight from your playbook.
The Admin Work — Done For Them
Post-meeting follow-up drafts, CRM hygiene, business cases, and CS hand-offs are generated automatically. Your reps get 6+ hours back per week — to spend on what only humans can do: sell.
Visible Growth, Every Step of the Way
From ramp-up speed and skill mastery to meeting prep quality and follow-through, you see progress in motion — and trust that every rep is moving in the right direction.
151%
more revenue per rep through better preparation, applied playbook, and more time spent selling
1-2h
saved per day and rep through writing of follow-ups, CRM entries, security questionnaires, business cases, etc.
+78%
playbook application on real sales calls after 3 months of usage.
33%
larger deal size through better qualification and stakeholder coverage
Key Results
Effective Enablement for Sales Reps
On-demand Coaching
Real-time feedback and practice sessions after every call, so every rep improves between trainings — without scheduling a single in-person coaching session.
AI-Prepared Meetings
Every external meeting comes with a tailored briefing — deal stage, prior calls and notes, stakeholder context, skills to focus on, and the right opener from your playbook — delivered before the rep walks in.
Your Playbook in Every Conversation
With your methodology embedded, Taskbase reinforces the right messaging, qualification framework, and objection responses on every call — turning your playbook from a PDF into daily practice.
Automated Follow-Through
Follow-up emails, CRM updates, business cases, and CS hand-offs are drafted automatically from your call recordings and CRM data — so nothing slips through the cracks after a meeting. Zero friction for reps.
Proactive Nudges Coaching, briefings, and reminders delivered at the right place and the right time — never as a separate tab to open.
Embedded in Teams or Slack Coaching, prep, and execution happen inside the tools your reps already use — Teams, Slack, Gmail, HubSpot, and Salesforce.
Taskbase Skill Wallet A structured competency framework that maps every sales skill and sub-skill — so coaching is targeted, not generic.
Performance Analytics A continuous loop of measurement, insight, and adaptation across coaching, prep, and execution
Sales Skills
The Taskbase Skill Wallet for Sales Enablement gives you a structured view of the skills and sub-skills your reps need to master — defining what great looks like, and showing you exactly where each rep stands.
Frequently Asked Questions
Answers to all your questions, quickly and clearly.
Do you help us with our Sales Playbooks?
How do you measure the impact on rep behavior and pipeline?
We do not have the culture that supports learning.
What data does Taskbase need?
Does the AI not make mistakes?
Still have questions in mind?
Contact us if you have any other questions.