WorkToDo
WorkToDo is a goal-first CRM that replaces generic sales pipelines with a structured way to manage relationships around specific outcomes like fundraising, hiring, and acquiring design partners or customers. Each goal is broken into customizable stages, and contacts are attached to those stages—manually, via CSV, LinkedIn extension, or automatically from calendar meetings. The platform provides a daily 'Today' panel that surfaces overdue tasks, stale contacts, upcoming deadlines, and recently met contacts across all active goals, helping founders focus on immediate actions. An 8am email digest and push notification at a configurable hour reinforce the daily workflow. The built-in AI capture feature lets users create structured interaction records from a 10-second voice note; the AI extracts the contact, action, and deadline, then auto-matches them to the correct goal. Meetings with tracked contacts are auto-logged via read-only calendar sync (Google and Outlook), eliminating manual data entry. WorkToDo is currently in early access and free for everyone, with a planned $50 lifetime deal for the first 50 users before any monthly pricing launches. Starter templates cover founder fundraising, team hiring, and customer closing, with upcoming templates for engineering leaders and solopreneurs.
- Category
- AI/ML
- Pricing
- Free
Problem solved
Founders managing investor, candidate, and partner relationships often juggle spreadsheets or heavyweight sales CRMs that demand constant manual data entry and offer no goal-oriented structure. WorkToDo gives them a lightweight, goal-first CRM with automated meeting capture and a daily action queue, so they can move relationships forward without administrative overhead.
Use cases
- Raising a seed round and tracking investor conversations
- Hiring a team and managing candidate pipelines
- Landing design partners or beta customers
- Closing early customers with a sales pipeline
- Keeping daily follow-ups across multiple goals from a single view
- Capturing meeting notes via voice on the go
Audience
- Startups
- Business Users
Pros
- Goal-first organization that aligns CRM with founder outcomes
- AI voice capture turns quick notes into structured follow-ups
- Automatic calendar import and meeting logging
- Daily digest and push notifications surface what's urgent
- Free during early access with no credit card required
Cons
- Currently limited to founder-specific workflows
- Lacks team collaboration features (solo-focused)
- Still in early access—features may change or be buggy
- No offline support—relies on cloud connectivity
- No API or integrations beyond calendar sync
Official website: https://www.worktodo.today/
Canonical LambdaBase page: https://www.lambdabase.com/tools/worktodo