"Call me next Tuesday" is the sentence most sales are lost on.With Telecalling Software, a follow-up reminder rings like an alarm and the call starts from the reminder.

Follow-up reminders that ring in Telecalling Software, at a glance

• Set in one tapQuick picks on the after-call sheet: 5 minutes, 1 hour, tomorrow, next week, or a date and time.
• Rings, not a quiet badgeA full-screen ring with the customer's name, status and last note, so you know why you are calling.
• Act from the reminderCall back, WhatsApp, write a note or reschedule without opening the lead first.
• Repeat by themselvesDaily, weekly, monthly, yearly or every N days, with an end date, for the customer who says "call me every Monday".

1. 01

   Promise a time

   On the after-call sheet, tap when to call back.

   

2. 02

   It rings

   Full screen, with the name, the status and the last note.

   

3. 03

   Call or reschedule

   Call back, WhatsApp, note by voice, or push it to a new time.

   

Who uses a follow up reminder app, and for what?

• A caller who hears "call me Tuesday"taps the Tuesday preset before the next call and forgets about it until it rings.
• An insurance advisorlets renewal dates create the reminder, so the call rings on the due date without a diary.
• A managerchecks the overdue follow-ups list on Friday and reassigns the ones a leaver left behind.

What the follow-up reminders that ring does not do

• A reminder rings on the phone that set it; it does not ring on the manager's phone too.
• It does not send the WhatsApp message for you at reminder time; auto WhatsApp does that on call and status events.
• On some phone makers the alarm permission must be granted by hand; the setup screen shows where.

• Lead managementEvery caller becomes a lead: where it came from, its status, your own fields, products discussed, notes and every call on one screen.
• Add a lead from a numberA mobile number is enough to create a lead. Add the source and say the requirement out loud instead of typing.
• Lead source tagsTag where each lead came from: an ad, a portal, a referral, a walk-in, a website form or a source you name yourself.
• Your own fieldsAdd the fields your business needs on leads and clients, including a map location.
• Your own status pipelineDefine the stages a lead moves through and change them straight from the call screen.
• Notes that return on the next callA note is tied to the number. It shows on the call screen the next time that number rings or is dialed.
• One screen per customerCalls, chats, notes, reminders and lead details for one person, in order, on one screen.
• Lost leads listEvery lead marked lost, in one list, ready to be called again.
• Repeat remindersEvery day, week, month, year or every N days, with an end date. Set the "call me every Monday" customer once.
• Act from the reminderWhen it rings: call back, see the history, save a note by voice, or move it to a new time.

Keep reading

• Clients and renewalsPaid, due and renewal date on every sale.Open
• Auto WhatsApp after callA message per call type, sent by itself.Open
• Bulk WhatsAppBroadcast to any list you already have.Open
• WhatsApp CRMLive chat beside the customer's calls and notes.Open
• How many calls should a telecaller make in a day?how many calls a telecaller should make in a day: the maths by hand and with an auto dialer, and the number to target instead.Open
• How many times should you follow up a lead?how many times to follow up a lead by call and WhatsApp, the spacing that works in India, what each touch carries, when to stop.Open