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Doubles reps’ performance

The Revenue AI

Your playbook, applied by every rep and improved by every call. Taskbase works in the chat your reps already use.

See how Taskbase coaches your teamExplore use cases
Briefs and coachesLearns from every callTaskbasePlaybookHow you sellYour repsIn Slack and Teams

The Revenue AI loop

A playbook that learns from every call

Every call teaches the playbook something. Your leaders stay in control.

Not sure what a playbook should contain?

Talk to one of our experts. They will show you where to start.

Talk to an expert

Always one step ahead

Proactive, in the chat your reps already use

Taskbase knows how to help before a rep thinks of it, and comes with briefings, drafts and coaching.

  • Briefs before every meeting. What to know, do and say.
  • Writes the emails. Drafts ready before the inbox is opened.
  • Steps in when it matters. It sees the deal and helps right now.
  • Nothing new to learn. Slack, Teams, Google Chat or phone.

Show my skill progress

Your focus skills

Business caseFocus since 31 Aug
17 → 27
Question handlingFocus since today
79 → 74

One skill at a time, until it sticks.

Taskbase07:45

Good morning, Anya.

  • 09:30 Northwind Freight: ask who signs off, and when.
  • 11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

Reply to Taskbase…

Slack· Taskbase

Taskbase16:10

Good call, Anya.

  • Email Follow-up to Northwind Freight is drafted.
  • CRM Next step set: Thursday 14:00, the CFO joins.

One thing to work on: you named the price before the pain. Ask first next time.

Review draftOpen call

Microsoft Teams· Taskbase

Taskbase08:45

Helio Logistics in 15 minutes.

  • Who Marta Keller, COO. She opened your last email twice.
  • Goal Get the sign-off date.

Try: “What has to be true for you to decide by May?”

Open briefPractise it

Google Chat· Taskbase

Taskbase09:20

Heads up, Ben.

  • Usage Brightwave Energy is down 40% in three weeks.
  • Renewal In 62 days.

Suggested: check in with the sponsor this week.

Draft messageOpen account

Individual

Individual for every rep, standard for the company

Each rep tells Taskbase in chat how they want their briefing. No settings maze.

  • It learns what reps like. Short or long, and suggests what works.
  • The company keeps the standards. You decide what reps may adapt.
  • Fit drives adoption. Reps use what fits them.

Coaching

Coaching that builds one skill at a time

Taskbase knows the rep’s level, the account and your playbook, and stays on one skill until it sticks.

  • It knows the context. Level, account and playbook shape the feedback.
  • One skill at a time. Until it is a habit. Then the next.
  • You can measure it. See skills develop and whether they move revenue.

Show my skill progress

Your focus skills

Business caseFocus since 31 Aug
17 → 27
Question handlingFocus since today
79 → 74

One skill at a time, until it sticks.

Why Taskbase

Adoption is the difference.

A coach only works if reps use it. Taskbase comes to them, in the tools they already work in, so nobody has to learn another platform.

What high adoption means

When Taskbase reaches every rep, the effect shows up in the numbers. Usage views show where a rep needs support, for coaching and not for monitoring.

Adoption>80%of reps use Taskbase every day
Time saved1–2 hper rep per day on admin, prep and follow-up

Rolling it out

Privacy, recording and your works council

The three questions IT, RevOps and HR ask first.

Privacy

Names are replaced before anything is stored

Pseudonymisation replaces names, companies and other identifiers in transcripts. Coaching works on the conversation, not on who was in it.

Included in the Enterprise plan.

Recording

Every conversation, with or without our recorder

Video calls, in-person meetings and phone calls. A desktop recorder works without a bot joining.

Already have a recorder? Keep it. Taskbase connects on top.

  • Gong
  • Fireflies
  • Fathom
  • Kickscale
  • Google Meet
  • Microsoft Teams
  • Zoom
  • … and many more

Works councils

Built with your works council in mind

Taskbase coaches people, it does not watch them. We are happy to join your works council’s conversations.

  • Voluntary. Anyone can opt out.
  • No constant observation. Nothing is checked step by step.
  • Shapeable access rights. Roles control who sees what.

Your Revenue AI Playbook

Bring your playbook, or build one with us in a few hours.

Book a callSee case studies

Frequently asked questions

Answers to the questions sales leaders ask us most.

Still have questions?

Contact us if you have any other questions.

What is Taskbase?

Taskbase makes Revenue AI: a coach for every rep that builds their skills and takes work off their plate. It works from your Revenue Playbook and real customer and deal context, and helps leaders coach their teams without reviewing every call.

How does Taskbase improve sales performance?

In two ways. It takes work off reps’ plates (research, meeting preparation, follow-ups, CRM updates), so they have more time to sell. And it coaches each rep on the skills they need, based on their own calls and your sales standards, so they sell better.

How is Taskbase different from a call-recording tool?

Recording tools show what happened. Taskbase works out what should happen next: it prepares the next meeting, coaches the rep, does the follow-up work and suggests updates to your playbook. You keep your recorder, and Taskbase connects on top.

Do we have to replace our current call recorder?

No, keep it. Taskbase connects to Gong, Fireflies, Fathom, Kickscale, Google Meet, Microsoft Teams and Zoom, and adds the coaching and follow-up work. If nothing is recorded yet, Taskbase can record video calls, in-person meetings and phone calls on iPhone and Android, with no bot joining the call.

Do sales reps need to learn another tool?

No. Reps use Taskbase in Slack, Microsoft Teams or Google Chat, or in the web app. Taskbase brings preparation, answers, feedback and next steps to them.

What sales work can Taskbase automate?

Meeting research and briefings, follow-up drafts, CRM updates, deal-risk checks, call lists, business cases, presentations and security questionnaires, and more. You choose the first jobs, and customer-facing work stays under human review.

How long does it take to get started with Taskbase?

Reps get value on day one: in the first week they get morning briefings, written follow-ups, prioritised accounts and call lists. You provide your playbook (or we build a full one with you in a few hours), plus access to your CRM, calendar and chat tool. Start with one team and one use case, then add more.

When do we see results?

Reps save 1–2 hours a day in the first month. From the second month they can book more meetings and convert more of them, and from the third month their total conversion improves. With long enterprise sales cycles, it can take until around month 9.

How do we measure the value of Taskbase?

Start with your own baseline: time spent on preparation and follow-ups, customer-facing activity, coaching time, ramp time, conversion and deal movement. A pilot should fix the baseline, target, users, review date and rollout decision before it starts.

How much does Taskbase cost?

€150 per user per month with annual billing (€180 when billed monthly) for up to 50 users. Everyone with access counts as a user. Above 50 users the price is custom. Plans include Taskbase, playbook management, integrations and recordings, and volume discounts may apply.