Define future follow ups and delegate it
Its very common that customer has already chosen someone for this year and wants us to communicate next year. MeraCRM followups that is meant for this makes it a sub task and delegate it to the team members. So it will appear on your work diary on that particular day.
Define Desktop, email or SMS reminders
Some followups need homework to be done before it gets due. MeraCRM Reminders help you to set up self reminders. Email and SMS reminders give you regular alert anywhere and making you more productive.
Recurring followups
Monthly bills, Quarterly returns filing or Yearly agreements- all these have become so simple with Recurring Followups. At every recurrence, it will automatically create new delegated followups along with sub tasks.
