CRM Demo
Demo · sample data

Tasks & Follow-ups

Calls, messages and follow-ups due for every client.

  • Call to confirm service scope
    Call
    High
    Client
    Meera Malhotra
    Due
    28 Sept, 11:00 am
    Owner
    Ananya Rao
    Status
    Open
  • Share price list on WhatsApp
    WhatsApp
    Normal
    Client
    Isha Bose
    Due
    28 Sept, 12:30 pm
    Owner
    Arjun Kapoor
    Status
    Open
  • Follow up on pending booking
    Follow-up
    Urgent
    Client
    Neha Menon
    Due
    28 Sept, 02:00 pm
    Owner
    Arjun Kapoor
    Status
    Open
  • Send service brochure
    Email
    Normal
    Client
    Priya Bose
    Due
    28 Sept, 04:00 pm
    Owner
    Kavya Iyer
    Status
    Open
  • Prep for tomorrow's meeting
    Meeting
    Normal
    Client
    Arnav Shetty
    Due
    28 Sept, 06:00 pm
    Owner
    Ananya Rao
    Status
    Open