Slimbot
CRM
Follow-ups
Follow up with every customer at exactly the right moment.
What is Follow-ups?
With Follow-ups you schedule follow-up tasks so you call or email customers and leads on time. Following up is precisely where a lot of revenue is lost; Slimbot ensures you never forget to make that second contact.
How does it work?
- Schedule a follow-up with a customer or deal with a date and action type.
- Let Slimbot automatically suggest a follow-up after a quote or conversation.
- View your scheduled follow-ups per day in a clear overview.
- Get a reminder on the day itself and tick off the follow-up when it's done.
Use cases
Kitchen showroom that automatically schedules a call appointment two days after a quote.
Insurance adviser who contacts clients in good time before renewal.
Fitness club that contacts trial members again after a week.
Contractor who schedules a satisfaction check after completion.
Benefits
- More revenue because you no longer forget to follow up.
- Automatic follow-up suggestions after quotes and conversations.
- Overview of exactly who you need to contact today.
- Reminders at the right moment, not too early or too late.
Frequently asked questions
Does Slimbot suggest follow-ups itself?
Yes, after a sent quote or conversation, for example, Slimbot automatically suggests a follow-up moment, which you confirm with one click.
What is the difference with regular tasks?
Follow-ups are specifically aimed at following up customers and leads with a date and action type. Ordinary tasks can be about anything; follow-ups are about contact at the right moment.
Also within CRM
Use follow-ups for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.