Follow every lead to “won” — in the same place you email them
A deals board, tasks with reminders, notes and companies, joined up with your emails, lead scores and automations. No second tool to pay for.
What deals & tasks in MailNesto does
Plenty of businesses that email their customers also sell one-to-one: a training institute calling enquiries, a software firm sending proposals, a wedding planner following up on quotes. Those conversations tend to live in a spreadsheet, a phone’s call log and someone’s memory, while the email tool quietly knows who opened the brochure.
MailNesto includes a light sales CRM so the two halves sit together: a deals board with your own stages, tasks with reminders, notes, and companies that gather everyone writing from the same domain. Lead scores, email activity and automations are on the same records, so a hot lead can become a deal and a call task without anyone copying details across.
It is deliberately small. It covers the daily work of a small sales team — who to call today, what each deal is worth, what was said last time. If you already run HubSpot or Zoho CRM, keep it and send contacts and lead scores there instead.
Deals & tasks, done properly
Deals board
Drag deals through your own stages, see the value in each, and a weighted forecast of what’s likely to close.
Tasks with reminders
Calls, emails, meetings and follow-ups — mine or the team’s — with a reminder when each falls due.
Notes on everyone
Write down what was discussed on a contact, a company or a deal. Pin what matters.
Companies
Add the businesses you sell to — everyone writing from their domain joins automatically.
Automations that sell
Hot leads open a deal and get a call task; moving a deal to “Proposal sent” starts a follow-up; winning one welcomes the customer.
Bookings and CRMs
Calendly and Cal.com bookings become meeting tasks; contacts and lead scores sync to HubSpot or Zoho CRM if you use one.
A board with your own stages
Every workspace starts with a Sales pipeline — New lead, Qualified, Proposal sent, Negotiation, Won and Lost — and you can rename, reorder or replace stages, from two up to twelve. Each stage is open, won or lost and has a chance of winning, which feeds a weighted forecast: a ₹2,00,000 deal at Proposal sent (50%) counts as ₹1,00,000.
Drag a card between stages to update it. The top of the board shows open deals and their value, what was won and lost this month, and the forecast. Cards show the contact, company, owner and when the next task is due. Filter to your own or unassigned deals, or search by deal, email or company; up to ten pipelines keep separate lines of business apart.
- Values in ₹ by default, other currencies allowed
- Expected close date and lost reason on each deal
- Owners notified when a teammate closes their deal or assigns them one
- Won and lost deals stay on the board for 30 days
Calls and follow-ups that don’t slip
Tasks are calls, emails, meetings, follow-ups or plain to-dos, with a due date, a time and an owner. Link one to a contact, company or deal and it shows there as well as on the owner’s list. The Tasks page opens on what matters: overdue, today, upcoming and undated, for you or for the whole team.
As a task falls due, its owner gets a reminder that links straight to the contact or deal. Times follow your workspace’s time zone, so a 4 pm call in Mumbai is 4 pm on the list. Changing the due date sets a fresh reminder.
- Overdue and today counts on the tabs
- Assign to any teammate
- Finished tasks kept and listed separately
Companies that fill themselves in
Add a company with its email domain and every contact writing from that domain who isn’t linked yet joins it — add acmeindia.com and your contacts @acmeindia.com appear under Acme India. Free mailbox domains such as gmail.com and rediffmail.com are never used for grouping, and a new deal for a contact picks up their company automatically.
The company record lists its people, sorted by lead score, its deals and its notes. Notes can sit on a contact, a company or a deal and be pinned to the top; a company’s notes include those written on its people and deals, so the whole account history is in one place.
- Industry, size, city, website and owner fields
- One company per domain, so no duplicates
- Only a note’s author or an admin can edit it
Let behaviour decide who to call first
Lead scoring adds points for what people do: by default 1 for an open, 3 for a click, 2 for a website visit, 10 for a form, 15 for an event registration and 25 for an order, with points taken away for bounces and spam complaints. Points count over a rolling 90 days, and daily caps stop one keen reader from opening their way to the top.
Contacts at 20 points are warm and at 50 hot, unless you set your own levels. Company pages sort people by score, deal cards show it, and the “Lead score reaches” trigger can open a deal, assign a call and alert the team the moment someone crosses the line.
- Points and levels you can adjust
- Extra points for tags such as “demo-requested”
- Hot-lead alerts in the app and by email
Emails that create deals, and deals that send emails
Two automation steps, Create deal and Create task, let any journey hand work to sales: choose the pipeline, stage, value and owner, or the task type, assignee and how many days until it is due. The ready-made “Turn hot leads into deals” recipe does this at 50 points — a deal at New lead and a call task for tomorrow.
It works the other way too. The “Deal reaches a stage” trigger starts an automation for the deal’s contact when a card moves. One recipe follows up at Proposal sent with a task for the owner and a friendly check-in email to the contact a few days later; another welcomes a customer when a deal is won, tags them “customer” and takes them off lead nurturing.
- Merge tags in deal and task names, such as “Call {{first_name}}”
- Re-entry, so a deal that returns to a stage triggers again
- Conditions to skip contacts who already ordered
Calendly, Cal.com, HubSpot and Zoho CRM
Connect Calendly or Cal.com and each booking creates or updates the contact, tags them “booked-meeting” and adds a meeting task at the booked time, with the meeting link in its notes. A rescheduled booking moves the task; a cancelled one closes it. Add the signing secret and every incoming booking’s signature is checked.
If your sales team already works in HubSpot or Zoho CRM, connect it instead of switching. Contacts added or changed in MailNesto are sent across every few minutes with their lead score and status, and workflows in those tools can send contacts back. Deals and tasks are not synced, so pick one place for your pipeline.
- Zoho CRM data centres including India
- HubSpot connected with a private app token
- Every booking recorded in the integration’s activity log
Up and running in three steps
- 1
Score your leads
Lead scoring brings the hottest people to the top.
- 2
Open deals
By hand, or automatically when someone becomes a hot lead.
- 3
Follow up and win
Tasks remind your team; each stage can start the right email.
Deals & tasks for every kind of business
A Hyderabad institute selling ₹40,000 courses can score enquiries, open a deal when someone fills the syllabus form and attends a demo class, and give the counsellor a call task for the next morning.
A Pune IT services firm can group contacts by company domain, see everyone at a prospect on one record, and follow every proposal with a task three days later.
A digital agency can run a pipeline for its own new business — monthly retainers in ₹ — with tasks for pitch follow-ups and lost reasons to learn from.
A planner taking Cal.com bookings for consultation calls gets each one as a meeting task and contact, then moves the couple to Proposal sent after the call to start the follow-up.
A developer’s sales team in Bengaluru can track site-visit leads in one pipeline per project, with an expected close date on each deal.
A SaaS firm can welcome customers automatically when a deal is won, and send its hottest trial users to HubSpot with their lead score for the enterprise team.
- Deals board with your own stages
- Several pipelines
- Weighted forecast
- Won / lost with reasons
- Tasks with due dates and reminders
- Notes with pinning
- Companies by email domain
- Today list of due tasks
- “Deal reaches a stage” automation trigger
- Create deal and Create task automation steps
Small teams usually face a choice: a full CRM with seats to pay for, fields to configure and a connector to keep the email tool in step, or a spreadsheet nobody updates after the first month. Either way, the person calling a lead rarely sees that the lead clicked the pricing link an hour ago.
In MailNesto the CRM sits on the same contact records as your emails, lead scores and automations, so that click is right there on the deal’s contact. It is intentionally lighter than a dedicated CRM — no quotes and no call recording — and when a team outgrows it, contacts and scores can flow to HubSpot or Zoho CRM.
Tips for better results
- 1
Keep stages few and clear. Five open stages everyone understands beat ten that nobody agrees on.
- 2
Set each stage’s chance of winning from your own past deals, not guesses, so the forecast means something.
- 3
Always record a lost reason. After a quarter, the list shows whether you lose on price, timing or fit.
- 4
Give every open deal a next task. A deal with nothing due is a deal nobody is working on.
- 5
Add companies for your biggest accounts first; their contacts link automatically.
- 6
Start lead scoring with the defaults, watch who turns hot for a month, then adjust the points.
- 7
Write notes straight after a call — two lines on what they need and by when — and pin the one that matters most.
Questions about deals & tasks
Does it replace a full CRM?
For many small teams, yes — deals, tasks, notes and companies cover day-to-day selling. If you already use HubSpot or Zoho CRM, keep it and sync contacts and lead scores to it instead.
Is it extra?
No — deals, tasks and companies come with every plan.
Can several people work on the same pipeline?
Yes. Teammates can be deal owners and task assignees, and everyone with access to deals and tasks sees the same board. Owners and admins add, change and delete pipelines and stages.
What happens when a deal is won?
The deal closes as won and its owner is told if someone else moved it. With the welcome recipe or your own “Deal reaches a stage” automation, the contact can also be tagged “customer”, taken out of lead nurturing and sent a welcome email.
Can I remove a stage that still has deals in it?
Not until those deals are moved, so nothing disappears from the board. If you change a stage from open to won or lost, the deals in it change status with it.
Are deals synced with HubSpot or Zoho CRM?
No. The sync covers contacts, lead scores and status. Deals, tasks and notes stay in MailNesto, so if your team works deals in another CRM, keep the pipeline there and use MailNesto for email and scoring.
How do task reminders work?
Shortly before a task is due, its owner gets a notification linking to the contact or deal. Each task reminds once; moving the due date sets a new reminder.
Can I see deals and tasks on a contact’s profile?
Yes. A contact’s deals, tasks and notes sit on their profile alongside emails, orders and lead score, and a company shows the deals and notes of all its people.
Do Calendly or Cal.com bookings subscribe people to my emails?
Only if you choose. Each booker becomes a contact tagged “booked-meeting”; a setting on the integration decides whether they are also subscribed to marketing email.