Tasks

Your callbacks and follow-ups, sorted by due date.

You create a callback from a prospect record. Ubic sorts it into the right column by due date: overdue, today, later.

The Ubic Tasks view: overdue, today, upcoming, done, and the day’s demo prep tasks
The Tasks view: overdue, today’s and upcoming callbacks. Demo data.

You create the callback during the call, Ubic sorts it.

From the prospect record

During or after the call, you create a task on the record: type Callback, Follow-up or To-do, and a due date.

Sorted on its own

The task shows up in the Tasks view, in the right place based on its date.

Handled, then closed

You complete it when it’s done. If now isn’t the right time, you drag it to another column to reschedule it.

Nothing to sort by hand.

Three columns by due date

Overdue, today, later. Tasks sort themselves by date, in your timezone.

Drag to reschedule

You drag a task from one column to another, and its due date updates. No need to open the task.

Complete or reopen

A handled task leaves the columns. Completed by mistake? You reopen it without losing context.

Attached to the prospect

Every task is linked to a prospect, with its note and history. Everything stays on the record.

Ubic prospect record: New task button, prospect status, note and history

The task is created from the record.

The New task button sits on the prospect record, next to the note and the history. You set the follow-up while the conversation is still fresh.

And for prospects who don’t pick up: automations 

Frequently asked questions.

All answers
How does Ubic sort callbacks?

Each callback created from a prospect record is sorted by due date: overdue, today or later. The SDR gets back to priority follow-ups without sorting manually.

How many numbers does Ubic call in parallel?

Ubic calls up to 3 numbers in parallel. Voicemails, fax lines and invalid numbers are filtered out automatically. As soon as someone picks up, you are connected with no silence.

Which CRMs work with Ubic?

Ubic ships 24 native integrations: Salesforce, HubSpot, Zoho CRM, Pipedrive, noCRM, Attio, NetHunt, Close, User.com, BoondManager, monday CRM, Freshsales, Odoo CRM, folk, Sellsy, ActiveCampaign, Creatio, Salesloft, Lemlist, Apollo, Gong, Modjo, Slack and Airtable. Depending on the connector, Ubic imports lists and sends back supported fields, statuses, or activities. CSV import works too, with automatic column mapping.

How does billing work?

Founder is €99 excluding VAT per user per month, billed monthly: 500 calling minutes to standard landlines and mobiles in France, with unlimited call attempts within the included minutes, 400 transcribed minutes with AI summaries after calls and 200 SMS to French mobiles. Booster is €200 monthly, €180 per month billed quarterly or €160 per month billed annually, excluding VAT. Quarterly and annual terms are paid upfront. Custom pricing is also available.

Does Ubic provide the phone numbers?

Yes. Ubic provides the numbers and monitors their deliverability. Automatic rotation of outbound numbers limits the risk of a number being flagged as spam. You never manage the phone infrastructure.

How long does it take to set up Ubic?

Setup is fast. You import your lists (CSV or CRM sync), connect your integrations and run your first call sessions. Onboarding is done with every new team. First results show within the week.

Your callbacks, right on time.

15 minutes to see the Tasks view on your lists.

Book a demo Free trial · 7 days

Core app infrastructure on AWS Paris · Onboarding and support in French