Use the follow-up date
Set the next date and let Tall Emu remind the assigned person inside CRM. This works well when the salesperson simply needs to call or check in.
Sales follow-up
Keep every follow-up visible and moving.
Set the follow-up date, assign it to the right person, create a hard task or let automation send the next email or SMS. Tall Emu keeps the work visible and reminds the team inside CRM.
Every quote and Opportunity can carry the next follow-up
Quotes and Opportunities have a Follow-up Date and a Follow-up Assigned field. The next follow-up can stay with the owner or be given to someone else, so the date and responsibility are clear.
From there, choose how much structure the sale needs. A quick reminder may be enough. A firm action can become a task. Repeated follow-up can be automated.
Choose the right level of follow-up
Create a task or follow-up action
Use a proper to-do task when the next action must be completed, tracked and closed.
Automate the routine work
Use the drag-and-drop automation tool to send template emails or SMS messages, create actions, update the sale or run a scheduled follow-up sequence.
Build automation without turning it into a programming project
Tall Emu’s flowchart-based automation can work on a simple “when this happens, do that” rule or run on a schedule. Use it for a single reminder or a longer drip sequence.
Send the next message
Send a template email or SMS after a quote is sent, before it expires, or when the follow-up date arrives.
Create work for the team
Create a task, assign it to the right person and give it a due date.
Move or update the sale
Update a field, change the stage or start the next workflow when the customer replies, accepts or pays.
Stop at the right time
End reminders when the quote is accepted, replaced or lost, or when the Opportunity closes.
See every follow-up in the grid
Lead, quote and Opportunity grids can be filtered, searched, sorted and saved. Create views for follow-ups due today, overdue follow-ups, a particular salesperson, high-value sales or anything else the team needs to watch.
Saved filters give each person a repeatable work list. Popup reminders inside CRM bring the next action back to the front when it is due.
Follow-ups due today
See the quotes and Opportunities that need action now.
Assigned to me
Give each salesperson or follow-up person a clear working list.
Overdue or stalled
Find sales where the date has passed or nothing has happened recently.
Manager views
Filter by owner, team, value, stage or date to see where follow-up is slipping.
Keep the follow-up in context
Before contacting the customer, the salesperson can see the quote, stage, calls, emails, SMS messages, meetings, notes and open tasks in the same record.
The AI sales assistant can summarise the state of play, suggest a sensible next step, and help draft an email or call script. The salesperson sees the full history and stays in control.
Make follow-up part of the system, not a good intention.
Give each quote or Opportunity a clear date, a responsible person and the right level of follow-up.
Prefer to talk? Call 02 9299 9959 or talk to a real person.