CRM reminder functionality

54 votes

Add a feature that will allow you to get a tickler activity for lead. A reminder to do something related to lead.

Done Suggested by: Greg Gramby (18 Jul, '20) • Upvoted: 21 Oct • Comments: 21

Comments: 21

27 Sep, '19
D.Will Merged
I love dealmachine and I stand by it a 100%. I strictly cold call and I use DM as my CRM however when I need to follow up with a deal by calling them I think it would super clutch if you could set a reminder/notification to remind you to follow. Thank you David & Team!!
15 Nov, '19
Nekia Agor Merged
This is much needed!!! I support your suggestion 100%!
02 Dec, '19
elise@dealmachine.com Admin Merged
"Alert - “XYZ properties are receiving their postcards today.”" (suggested by Bryan on 2019-07-26), including upvotes (1) and comments (0), was merged into this suggestion.
06 Jan, '20
elise@dealmachine.com Admin Merged
"Add tasks" (suggested by Robert on 2019-12-11), including upvotes (1) and comments (0), was merged into this suggestion.
06 Jan, '20
elise@dealmachine.com Admin Merged
"Add CRM features" (suggested by Chevon on 2019-12-19), including upvotes (1) and comments (0), was merged into this suggestion.
08 Apr, '20
Scott Merged
I agree! Being able to send that information straight to Outlook or something of the like would be wonderful.
1
17 Aug, '20
Nahom Merged
It would be awesome if there was a follow-up a calendar reminder for all my leads instead of having to go through all my notes.
1
11 Sep, '20
Dan Wall Merged
Would be nice to be able to see all followups on a calendar too... for planning purposes
25 Sep, '20
Logan Pulliza Merged
Task Setting (Users and Admins) and Data Analytics (Admin use) - Given the general layout of the platform thus far you wouldn't need integration into Podio or ancillary CRMs if you could set Tasks/Notifications. For example: Say I call John Smith and we speak and he says call back November 15th at 1 pm. Having the ability to be notified would be wayyyy easier and efficient than having to filter leads to > Follow Up > Execute and then having to read every single Notes on follow ups
06 Oct, '20
Jon Merged
i added on my notes to cold call owners once more, but what if i have a list of 100 properties it would be nice to have a reminder feature to let us know it is time to call again, every 21 days or 40 days, etc..
1
22 Dec, '20
Marcus Tukes Merged
Hello, i have a idea that may help within the app once users click follow up. To also, schedule or have a reminder set to follow up with that seller at a later date. With date and time 30/ longer time frame
22 Dec, '20
Jason Meade Merged
Agreed much needed, if it would integrate with google calendars or other reminder/calendar app thatwould be perfect.
29 Dec, '20
Tylor Billings Merged
Add follow up a reminder in CRM to aid in scheduling follow up calls.
02 Feb, '21
Clay Merged
Having an option to schedule a follow up for the future with a time, date and note. Linked to personal email where I will get an email of each follow up for that day
24 Feb, '21
Nate Dunlevy Admin
"Ability to set up follow-up tasks for individual leads or bulk lead segmentations" (suggested by James on 2020-07-17), including upvotes (1) and comments (0), was merged into this suggestion.
24 Feb, '21
Nate Dunlevy Admin
"Reminder/Notification To Follow Up" (suggested by D.Will on 2019-09-27), including upvotes (40) and comments (9), was merged into this suggestion.
24 Feb, '21
Nate Dunlevy Admin
"Add a reminder feature for us to cold call properties once more." (suggested by Jon on 2020-10-06), including upvotes (1) and comments (0), was merged into this suggestion.
24 Feb, '21
Nate Dunlevy Admin
"LEAD CALENDAR REMINDER!" (suggested by Nahom on 2020-08-17), including upvotes (1) and comments (0), was merged into this suggestion.
24 Feb, '21
Nate Dunlevy Admin
"Add follow up reminder in CRM" (suggested by Tylor Billings on 2020-12-29), including upvotes (1) and comments (0), was merged into this suggestion.
24 Feb, '21
Nate Dunlevy Admin
"Follow up With Set Date And Time" (suggested by Marcus Tukes on 2020-12-22), including upvotes (1) and comments (0), was merged into this suggestion.
04 May, '21
Nate Dunlevy Admin
Our task functionality will be rolling out today. It's just the first version and we will want to enhance it significantly. Please keep putting in feedback after you use it and let us know what the next set of functionality it will need will be.