Business areaLeads & Enquiries
Leads & Enquiries
Smart Follow-ups
Schedule reminders and keep pending, due and overdue actions visible for employees and managers.
Designed forEmployees, Managers, and DSA owners
Available plansStarter, Professional, and Enterprise
What Is Smart Follow-ups?
Follow-ups stay attached to the relevant enquiry or application, giving employees and managers a shared view of the next action.
Smart Follow-ups works with Enquiries, Applications, and Tasks as part of the wider DSACRM Leads & Enquiries workflow.
Why Smart Follow-ups Matters
Customer callbacks and next actions are often maintained through personal reminders or memory.
A Clear, Practical Workflow
- 01
Create a dated follow-up against an enquiry or application.
- 02
Review pending, due and overdue work from operational views.
- 03
Keep the completed action in the customer activity history.
What You Configure
- Follow-up date and time
- Assigned employee
- Action type and note
What Your Team Gets
- Personal task queue
- Manager follow-up visibility
- Activity history
Important to Know
- Availability follows the selected DSACRM plan and configured user permissions.
Common questions
Smart Follow-ups FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Smart Follow-ups in DSACRM?
Follow-ups stay attached to the relevant enquiry or application, giving employees and managers a shared view of the next action. Schedule reminders and keep pending, due and overdue actions visible for employees and managers.
Who should use Smart Follow-ups?
Employees, Managers, and DSA owners can use this capability within the Leads & Enquiries workflow.
Which DSACRM plans include Smart Follow-ups?
Smart Follow-ups is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Smart Follow-ups?
Typical setup includes Follow-up date and time, Assigned employee, and Action type and note.
What does the team get from Smart Follow-ups?
The supported outputs include Personal task queue, Manager follow-up visibility, and Activity history.