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For financial advisors

Task tracking built around your client calendar.

Colugo ranks new tasks the moment you add them, and one toggle puts any task on Google Calendar with a Meet link attached — keeping every Zoom, Meet, or Calendly link one click away.

How it fits into your day

Step 01

Add a task, get a ranking

Every task lands in P1, P2, or P3 the moment you add it. The Today view surfaces overdue and urgent work first — no methodology to configure.

Step 02

Push it to your calendar

One toggle drops a task onto Google Calendar as a 30-minute block, with an optional Google Meet link attached automatically.

Step 03

Join without leaving Colugo

Paste a Zoom, Meet, or Calendly link onto any task and join with one click — your Agenda keeps every meeting in one place, with your Calendly booking link ready to share.

Ready when you are.

Start free

Free while in beta. No credit card, no upsell.