Dear Hakkan,
CRM has a “Scheduled Task” option where you can create tasks for your Contacts and assign tasks to Managers/Clients.
Check out this screenshot: https://prnt.sc/kfkl15
You can also check all the Schedules by navigating to: wp-admin-> CRM -> Schedules
Deals add-on has options to schedule meetings, call, tasks, deadline, email and lunch.
To add a “Schedule Activity” please navigate to wp-admin -> Deals -> Activities.
Check out this screenshot: https://prnt.sc/kfkm1g
Regarding “Reminder” feature, we currently do not have this feature for both CRM and the Deals add-on. But I think it would be great feature to release in the future. I have already noted it down and took this as a feature request.
Thank you for your suggestion.
