Solutions · Tasks & Activities
See whether the work actually happened.
Command the field from tasks you can track, not texts.
The problem
You pay for the field, unseen.
The work is invisible
Reps get their day by text and in passing. It lives in their heads and on a legal pad, and the order that comes back says nothing about whether anyone grew the account.
The tools don't fit
A CRM activity log waits to be filled in and reps won't keep it current. A field-survey app proves someone showed up. Neither makes the right thing happen next.
The work evaporates
Nothing connects to the placement, so effort disappears at the end of the day instead of compounding on the account.
Assign and track
Assign it, then see it done.
Every task carries the account, the products, the priority, and the specific deliverable, and links itself to the placement. Assign it, then watch done or not-done in one view with the comment thread right there.
- See done / not-done across every rep in one place — no status texts.
- Each task carries account, products, priority, and due date.
- Every task links to the placement, so the record stays connected.
Casa do Porto
Cerro Alto Malbec (2024)Jack RepsonAssigned by Patricia AdminsonDec 5, 2025Automatic tasks
A real event creates the task.
When an order is submitted or approved, or a placement's status changes, Masava creates the follow-up and routes it to the rep who owns that account. Execution stops depending on whether each rep remembered.
- Tasks created automatically from real events, not memory.
- Routed to the account's owner, no manual handoff.
- Consistent across every rep, so the standard holds at scale.
Coordinate at scale
One signal, a coordinated hit list.
Filter an account list on a live signal — a vintage back in stock that certain accounts bought last year but haven't reordered, or accounts buying a category but not your comparable product — and create the tasks across the whole list at once. Fan the same directive across a selection of accounts or every location of a chain.
- Filter accounts on a live signal, then task the whole list at once.
- Bulk-coordinate across many accounts or a chain's locations.
- Each task routes to the right owner automatically.
Bulk task5tasks5 accountsCerro Alto Malbec (2024)Jack RepsonAssigned by Patricia AdminsonDec 5, 2025Create 5 tasksActivity types
The type decides what done means.
Tastings, surveys, follow-ups and shelf resets are all tasks, not the same job. Each type carries its own fields.
- Tastings, surveys, follow-ups and resets, each with its type
- The type carries the fields that job needs
- A typed task cannot close until the work is recorded
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