Grouped by when it’s due
Overdue reminders sit at the top, then today, tomorrow and the rest of the week. You always know who to call next.
- Overdue, today, tomorrow, this week
- Pending count shown in the menu
- History of completed follow-ups
Reminders
No follow-up slips through.
Set a reminder on any customer and work through them by when they’re due — overdue first, then today, tomorrow and this week.
How reminders work.
01
Set it on the customer
Open a customer in the CRM, write what needs doing and pick the date and time.
02
Choose how to be reminded
In the app, by SMS, by WhatsApp — or all three.
03
Work the list
Reminders are grouped into overdue, today, tomorrow and this week, with a count in the menu.
04
Mark it done
Dismiss a reminder when it’s handled. It moves to history, so you can see what was followed up.
Linked to the customer
Every reminder belongs to a customer, so the context is one click away: their enquiry, lead score and past interactions.
- Created from the customer record
- Opens straight to the customer
- Shows up alongside the lead pipeline
In-app, SMS or WhatsApp
Get the nudge where you’ll see it. SMS and WhatsApp reminders are sent once messaging is connected to your account.
- In-app reminders on every plan
- SMS and WhatsApp via your messaging connection
- Send failures are shown, never silently dropped
Part of the CRM
Reminders work with the lead pipeline, scoring and message templates — one place to follow every enquiry through to a sale.
- Same customer record as the CRM
- Pairs with message templates
- Included in every plan