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Elevate your communications with clients using Daftra CRM’s Follow-Up system. With an easy-to-use appointment management system, create appointments for different purposes, from sales meetings, follow-up appointments and deal closures to taking clients’ requests. Assign dedicated staff to follow up on the appointments and set reminders to notify clients of meetings, dates or payments automatically.
Follow your clients continuously by setting appointments for every step of their buyer’s journey. Schedule meetings by date, duration and appointment purpose, add notes about where previous meetings stood or use it as reminders for the staff member assigned in charge of the meeting.
Mark an appointment as recurring and determine its frequency of occurrence to automate appointment creations and easily share the appointment details with the client.
Edit appointment actions to fit every purpose for communication with your clients and easily select from them while creating the appointment.
Specify a staff member to be responsible for a certain meeting and follow-up on the appointed client, track their progress and history from a detailed activity log and mark an appointment as done or dismissed accordingly.
Set auto-reminder rules to notify both clients of meetings and follow-up appointment details through SMS or by email. Find ready-made or fully customize your own email templates to personalize client communication and update clients with invoices, payments confirmation, registration and login details, appointment dates and more.
Use Daftra dynamic appointment system to create reminders not only for clients but also for staff, by setting auto-reminders to be sent to the assigned staff in charge to take certain needed actions and manage personnel efficiently.
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Fully compliant with Phase Two of e-Invoicing
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POS
POS
Chart of Accounts
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Asset Management
Client Follow-Up
Stocktaking
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Attendance and Leaves
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Manufacturing
Client Follow-Up
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