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Follow-ups & automatic reminders

Keeping in touch with clients has never been easier. Set time-sensitive tasks and follow-up reminders next to any contact in your CRM and sort them by urgency.

No more spreadsheets!

CRM with follow up reminders

Make the most of every client interaction

crm with follow-up reminders

Add follow-up reminders to any contact

Add tasks and reminders—we call them Next Actions—to any contact in your database.

No need to use additional to-do lists or note-taking apps: this CRM will remind you when the next follow-up is due.

You can add a single reminder or a set of scheduled tasks to get them off your mind and focus on something else.
multiple follow up reminders

OnePageCRM is famous for its Next Action philosophy. It’s the only action-focused CRM in the world. Built on several productivity principles, OnePageCRM allows you to take full control of your client database and boost sales.

Learn about Next Actions
prioritized list of tasks
Improved prioritization

See upcoming tasks in a dynamic list

All tasks and reminders in OnePageCRM have due dates and are sorted by urgency in your Action Stream. This color-coded dynamic to-do list is a major part of our system.

We have different labels depending on how urgent the task is. The most urgent ones always float to the top of your list so you never lose sight of what’s important.
CRM automation

Automate your follow-up routine

Once you add a call note to a contact, you can trigger an automatic follow-up email to be sent to this contact.

Save email templates with variables and attachments in OnePageCRM and use them each time you need to quickly follow up with a prospect or client.
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CRM automation
follow up reminders video
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See how  it works

Have a look at how OnePageCRM simplifies follow-ups and makes every customer count.
presaved tasks
Simple checklists for repeated processes

Create a simple workflow

Create re-usable task sequences and avoid manual typing. If you go through the same steps each time you warm up a prospect, you can outline this sequence in your CRM and add all of the steps to a contact in one click. Due dates will be automatically scheduled for every step.

You can also group tasks together to better organize your workflow.
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Focus mode

Remove distractions in one click

Turn on the Focus Mode to hide contacts with too-distant-future or overdue tasks and concentrate only on the tasks that are due today and need your immediate attention.

Carpe diem at its finest! You don't need to worry about what should be done next week—OnePageCRM will let you know when the time comes.
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focus mode
tasks on calendar
Google & Outlook calendars

Sync CRM tasks with your calendar

Integrates OnePageCRM with Google or Outlook calendars and also has its own Calendar view.

You can push all follow-up tasks and upcoming meetings from your CRM to the calendar of your choice and have your business and personal agenda in one place.
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Connect OnePageCRM to your favorite apps

CRM integrations
    CRM integrations
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Why businesses use OnePageCRM for better follow-ups

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The centerpiece of your business

Besides its follow-up functionality, this simple CRM has everything your business needs, so you don’t have to switch between different apps.
contact profile
Contact Details
Keep information about clients, partners, and all other contacts in a central database.
kanban sales pipeline
Deals & Pipeline
Manage sales deals, build pipelines, and send quotes without leaving your CRM.
email inbox
Email Inbox
Enable a two-way sync with your email client, track email opens, and create custom templates.
product catalog
Products & Services
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

Browse more CRM features for effective follow-ups

Use Calendar view

Use Calendar view

Visualize your workload, easily drag and drop tasks, and see what’s next on your agenda.
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Assign tasks in one click

Assign tasks in one click

It takes just one click to assign a Next Action to another user—and we’ll send them an automatic notification.
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Receive daily emails

Receive daily emails

Choose a time for daily emails—and we’ll send you all the upcoming tasks for today and a list of associated contacts.
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Personalize follow-ups

Personalize follow-ups

Next Actions are linked to contacts. No need to switch between apps, you’ll always have the full client profile in front of you.
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Reschedule with ease

Reschedule with ease

Make quick edits to your follow-up due dates right from the Action Stream, with just a couple of clicks.
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Prioritize tasks

Prioritize tasks

If you need to prioritize a task or an interaction with a client, just move a corresponding Next Action to the top of your Action Stream.
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The best CRM with follow-up reminders

We’ve made the follow-up process easier so that you can make the most of every contact in your database.
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No credit card required • 21-free day trial
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CRM for Efficient Follow-Ups

  • How do I follow up effectively?

    There are a few steps you need to take:

    — Choose a good follow-up tool (for example, an action-focused CRM, like OnePageCRM).

    — Make sure that you have complete client profiles (keep all client-related information in one place).

    — Personalize your outreach (leverage the client information you have in your communication).

    — Automate repetitive tasks (see what automation features your chosen follow-up tool has).

    — Create a workflow (for example, in OnePageCRM, you can create a sequence of tasks or follow-up actions and add them to new contacts).

    — Spread out your follow-ups (most businesses follow up at least 3-5 times).
  • How to choose the best follow-up tool?

    The best follow-up tool is not just a to-do list. Follow-ups are part of a communication process that's why you also need a robust CRM functionality.

    Ideally, you want every follow-up reminder to be connected with a specific client profile.

    This way, you'll be able to personalize your message and keep all client-related information in one place without constantly switching from your CRM to a to-do list and vice versa.
  • What is an action-focused CRM?

    An action-focused CRM is a CRM that has a unique Action Stream feature.

    The Action Stream transforms a static database into a dynamic to-do list with reminders and tasks next to every contact in the database. This way, businesses can sort contacts not only by their names but also by the task’s due date.

    Action-focused CRMs help small businesses build long-lasting relationships with clients, partners, suppliers, and other stakeholders by making sure that there's a follow-up reminder or a task set next to every contact in the database.

    These tasks are called Next Actions. Next Actions are the next best step you need to take with a contact: be it a follow-up email, a second call, or a pitch presentation. You determine what next step you need to do, add it to a contact, and an action-focused CRM will remind you about it when the time comes.
  • What is an Action Stream?

    It is one of the unique features of an action-focused CRM.

    The Action Stream sorts your contacts by the urgency of their assigned Next Action and arranges them into a color-coded list. So every day all you need to do is take it from the action on top.

    Each day when you log into OnePageCRM, you see your Action Stream: all contacts that need your attention. This way, you don't need to plan anything: your agenda for today is right in front of you.
  • Why is an action-focused CRM the best follow-up tool?

    With an action-focused CRM, you decide on your Next Action, the next best step you need to take to move each contact forward.

    This way, you follow up with every contact and lead and nothing slips through the cracks.

    Register for the 21-day free trial with OnePageCRM and see for yourself how it works.
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