Follow-ups, My day and the morning summary

Whenever you add a remark on a lead, you can set the next follow-up date and time. CrmGro then reminds the right person.

• My follow-ups shows each person’s calls as Missed, Today and Next 7 days, together with quotations waiting for a reply, invoices due and AMCs ending.
• My day on the Home menu is a one-page view of today for each person.
• Morning summary: owners and managers get new leads, follow-ups due and money to collect every morning.
• A 15-minute reminder pops up before a follow-up that has a time.

TipMark a follow-up done straight from the list. Missed follow-ups stay at the top until they’re dealt with.