A follow-up task is created automatically for every new lead or stage change. The task board shows overdue, today's and upcoming follow-ups; write on WhatsApp in one click or snooze when needed.
2 overdue · 2 today · 1 tomorrow
Set a rule: when a new lead arrives or reaches a stage, a follow-up task is created after the days, hours or minutes you choose, with a suggested message if you like.
Tasks sit in overdue, today, tomorrow and this week columns. Your tasks or the team's, filtered by source.
Open the WhatsApp chat or the customer card from the task in one click. Complete the task or snooze it by an hour, a day and more.
Appointments and tasks in the same calendar.
The AI suggests the follow-up message; the CRM agent creates tasks.
Tasks are assigned to reps; everyone sees their own list.
Follow-up sequences fully automated with workflows.
Alerts in the panel and on the phone when a task is due.
Every follow-up in the customer card's history.
Cancel anytime. Join 500+ fast-growing companies scaling their sales with İri CRM.
