Your organization’s experts can register follow-ups for clients or various matters for themselves or other experts. There is also the ability to set a reminder in the form of SMS or email before the follow-up time so that a reminder message is sent at a specified time. This feature makes sure that nothing is forgotten in your organization.
By visiting a profile/form, view and manage all its follow-ups
By setting the date and time, a message will be sent to remind you
Specify the follow-up's person to display as a task on that person's dashboard
Every expert can see their follow-ups at a glance
As a system administrator, see all follow-ups at a glance
View your follow-ups separately by today, tomorrow and future
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LoyalAxis Wordpress CRM is a comprehensive solution for managing medium and small businesses. If you have a WordPress site, just install the LoyalAxis plugin to systemize your business model of sales and after-sales services and enjoy automating tasks, reducing costs, increasing sales, and ultimately increasing customer satisfaction. We are with your business 24 hours a day to solve your challenges and needs in the form of software solutions. Your association with us is our honor and we will take care of it.
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