You said you'd follow up. Ntouju makes sure you do.
The follow-up is where most businesses lose clients. Not through bad service. Through forgetting.
Follow-up Reminders
A follow-up reminder is set on any client record, with a date, an assigned agent, and a note. When the date arrives, the agent gets notified with the full client context right there: their history, their last interaction, what was discussed. No searching. No scrambling.
After any client interaction, an agent sets a follow-up: "Follow up in 5 days, check if she's ready to book"
The reminder is logged to the client's timeline and assigned to the agent
On the due date, the agent's dashboard surfaces the reminder, with the client's name, last interaction, and note
The agent acts, calls, emails, or logs a note, and marks the reminder complete
If the follow-up date passes without action, it flags as overdue on the dashboard
The client who enquired last Tuesday but "wasn't ready yet" gets a call five days later. She books. That's a conversion your old system would have lost.
Chisom enquired. You meant to follow up. Three weeks later she's a client somewhere else. Not because your service wasn't good enough, because the follow-up didn't happen.
Ready to see it in action?
We're onboarding a small group of businesses personally. Every client gets a hands-on setup, not a SaaS flow.
Setup and personal onboarding are included.