Every promise made on a call becomes a dated task with a reminder.
Callbacks, site visits, demos, document pickups and WhatsApp messages are scheduled from the call screen. Callers get reminders before each one, and managers see every overdue follow-up in red.
This week · Krupa
Thu
Nidhi Mehta
Fee structure · Sanjay R.
Fri
Documents · Farah K.
Online demo · Arvind T.
Sat
Hitesh Patel · Kudasan
Bhavna Shah · Sargasan
- default callback reminder
- 15 min
- to send a WhatsApp template
- 1 click
- leads left without a next step
- 0
How it works
Follow-up Scheduler in three moves.
- 1
Promise on the call
"I will send the brochure and call you on Thursday." The scheduler captures both.
- 2
Remind the caller
Reminders arrive 15 minutes before a callback and the evening before a visit.
- 3
Close the loop
The follow-up is marked done with an outcome, or rescheduled with a reason.
What is included
Everything Follow-up Scheduler does on the floor.
Callbacks with time slots
Customer asked for after 6 pm? The callback lands in the caller's queue at 6 pm.
Visits and demos
Site visits, campus visits, showroom visits and online demos with address or meeting link.
WhatsApp follow-ups
Send approved WhatsApp templates: brochures, subsidy guides, fee structures, payment links.
Reminders that reach callers
In-app, browser and mobile notifications before each follow-up is due.
Overdue in red
Every missed follow-up shows on the manager's board with the caller and the lead.
Customer reminders
Optional WhatsApp reminder to the customer the day before a visit or appointment.
Nothing slips
Most sales are lost in the follow-up, not on the first call.
The scheduler makes sure every lead with a next step has a date, an owner and a reminder. Leads without a next step are flagged so managers can ask why.
- Leads with no next step flagged daily
- Reschedule with a reason, not silently
- Hand over follow-ups when a caller is away
- Calendar sync with Google Calendar and Outlook
On real floors
How teams use Follow-up Scheduler.
Real estate
Weekend site visits booked during the week, with reminders to buyer and sales executive.
Solar
Site survey visits scheduled with roof photos requested on WhatsApp beforehand.
Insurance and loans
Document collection follow-ups tracked until every paper is received.
Healthcare packages
Lab appointment reminders and post-report counselling calls.
Questions
About Follow-up Scheduler
01Do we need the WhatsApp Business API?
Template messages use the WhatsApp Business Platform. We help you connect your number and get templates approved during setup.
02Can follow-ups sync to our calendar?
Yes. Visits and demos sync to Google Calendar or Outlook for the assigned person.
03What happens if a caller leaves?
Managers reassign open follow-ups in bulk. History and notes move with the lead.
04Can customers get reminders too?
Yes, with an approved WhatsApp template, sent the day before or a few hours before the appointment.
The rest of the floor
Next: Call Recordings6:00 pmEnd of shift
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- Leads
- 1,140
- Calls
- 182
- Visits
- 14
- Overdue
- 0