Most sales are lost to silence, not to “no”. Follow-ups are small reminders attached to a customer: call tomorrow, confirm delivery, ask for a review, share the new stock.
- Create a follow-up from any customer or deal with a note and a due date.
- The Follow-ups page shows what is due today and what is overdue.
- Morning email: every day, each team member gets their own list of due and overdue tasks in their inbox — so the day starts knowing exactly who to contact.
Moving a deal to certain stages will suggest the natural follow-up for you, so the next step never goes unwritten.
Still stuck? Contact us — a real person reads every message.