Customer Reminders & Meeting
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Reminder or meeting created
A new customer reminder or meeting is scheduled with date, time, purpose, and assigned team member. It is instantly added to the calendar.
Automatic reminder sent
Email, SMS, or app notifications are automatically sent to the customer and assigned staff before the scheduled meeting or follow-up.
Meeting confirmed
The customer confirms the appointment. Meeting details, participants, and any notes are updated within the CRM.
Meeting conducted
The scheduled meeting takes place. Discussion points, decisions, files, and follow-up notes are recorded in the customer timeline.
Follow-up action created
Next steps, action items, and future reminders are automatically created to ensure timely customer communication.
Reminder cycle completed
The meeting and all follow-up activities are completed. The complete communication history remains available for future reference and relationship management.
