Follow-up module
Tasks & Meetings
Follow-ups only happen when they are scheduled, visible and reminded. Tasks and meetings live on the lead record, roll into each user's day plan, and escalate when they age — so pipeline movement stops depending on memory.
Follow-up in motion
live- 01Today: 14 follow-ups
- 023 meetings scheduled
- 03Reminder sent to client
- 04Overdue escalated
138
Due today
6
Overdue
94
Meetings this week
In plain language
What tasks & meetings means in practice
Tasks and meetings turn intent into a scheduled commitment. Every follow-up, callback, site visit, demo or document collection becomes a dated task attached to the lead and to the person responsible for it.
Use cases
How teams use it every day
Callback discipline
Reps end a call by scheduling the next one; the task appears on the mobile app agenda for that day.
Site visits and demos
Meetings carry location, attendees and outcome notes, so a missed visit is visible the same evening.
Overdue escalation
Tasks left undone past their due date roll up to the reporting manager's dashboard.
Moving from Reminders and diaries
Follow-ups become team data instead of private notes on someone's phone.
Moving from An existing CRM
Activity, task and meeting views tuned to field sales, available on mobile without extra licences.
How it works
From capture to closure
01
Schedule
Create a task or meeting from the lead with a due date, priority and description.
02
Remind
Automated reminders reach the salesperson and, where you want, the customer too.
03
Review
Day, week and overdue views per user, per branch, per pipeline.
04
Escalate
Ageing tasks notify the reporting manager automatically.
Capabilities
Everything in this module
- Follow-up action attached to every lead
- Reminders for tasks and meetings before they slip
- Smart lists for today, tomorrow, yesterday and overdue
- Meeting recordings to review the actual conversation
- Custom filters for sorting work by owner, branch or stage
Why it wins
What competitors charge extra for
- Meeting reminders to both sides, not just internal calendars
- Overdue and untouched smart lists that expose skipped work same day
- Manager escalation without building a workflow from scratch
- Full activity trail attached to the lead, not a separate tool
Field sales teams
Visit plans and reminders on the mobile app with location and outcome capture.
Inside sales desks
A single prioritised call list per agent each morning.
FAQs
Tasks & Meetings questions, answered
Get started
See Tasks & Meetings on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited