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Engagement features

Sales activity tracking with every conversation on the record

Sales activity tracking for every customer touch: calls, meetings, emails and notes logged against the lead, contact, company, deal or client they belong to — each call closed with a result, the next step booked from it, and one timeline on every record that shows who did what, and when.

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  • Calls, meetings, emails and notes in one log
  • A result on every call, a next step from it
  • One timeline on every customer record
An example of the Activity tab on a DigiPix Flow lead record for Priya Sharma. A call is logged with the result Busy and appears at the top of the timeline, updating Last contacted; the call result books a callback as the record's next step; the callback is rescheduled to tomorrow with a reason; and it is completed with the outcome Connected, closing its history with a site visit booked for Saturday.
call results a rep can record
9
record types with an activity timeline
5
built-in activity views
7

What every logged activity carries

  • TypeCall, email, meeting or note
  • Related recordLead, contact, company, deal or client
  • Owner & timeWho did it, and when it really happened
  • Call resultNine results, from Busy to Interested
  • Direction & durationInbound or outbound, and how long it ran
  • NotesWhat was said and what was agreed
THE PROBLEM

Where customer history goes missing

See how it's fixed

  1. The call happened, but nobody wrote it down

    A rep speaks to a buyer for twenty minutes, agrees a budget and a site visit, then moves straight to the next call. The details stay in their head, and when a colleague picks up the lead next week the buyer has to explain everything again.

  2. A customer's history spread across five tools

    WhatsApp chats sit on one phone, emails in a personal inbox, meeting notes in a notebook and status changes in a spreadsheet. When someone asks when you last spoke to a customer, the honest answer takes half an hour to find.

  3. Managers who can't see the work being done

    A team lead knows how many leads came in, but not how many were called, which calls went unanswered or who hasn't logged anything all week. Coaching turns into guesswork, and a quiet pipeline is noticed a month too late.

TIMELINE

The whole story of a customer, on one timeline

Open a lead, contact, company, deal or client and its Activity tab shows what has happened, newest first and grouped into Today, Yesterday, Earlier this week and Earlier. Logged calls, meetings and notes sit beside email, WhatsApp and SMS messages sent and received, follow-ups scheduled and completed, and changes of owner, status or stage — so whoever opens the record next can pick up exactly where the last person left off.

  • An Activity tab on leads, contacts, companies, deals and clients
  • Calls, meetings and notes beside email, WhatsApp and SMS messages
  • Follow-ups, tasks and owner, status and stage changes in the same view
  • Grouped by day, with the latest touch always at the top
Explore activities
An example of the Activity tab on a DigiPix Flow lead record for Priya Sharma: a composer set to log a call with the result Busy, above a timeline grouped into Today, Yesterday and Earlier this week that mixes a logged call, an automatic callback, a WhatsApp message received, a showroom meeting, a note, an email sent and a change of owner.
LOG

Log a call, meeting, email or note in a few clicks

Log from the record itself, or from the Activities page with the related record picked from a search. Choose call, email, meeting or note, give it a subject and write down what was said. Calls and emails can be marked inbound or outbound, calls and meetings carry a duration, and every activity can be dated to when it really happened — so a call made on the road can be logged that evening at the right time.

  • Call, email, meeting and note activity types
  • Inbound or outbound, and a duration in minutes
  • Back-date an activity to when it actually happened
  • An owner and a link to any lead, contact, company, deal or client
An example of the Log activity form in DigiPix Flow with Call selected from call, email, meeting and note: a subject, the related lead Rahul Kumar, direction set to outbound, a 12-minute duration, the call result Call back later, the time back-dated to yesterday evening, owner Kavya Iyer and notes about the conversation.
CALL RESULTS

Every call ends with a result, and the next step follows from it

When a rep logs a call from a record, DigiPix Flow asks what happened before it saves. Nine results cover the calls sales teams really make, from Busy and Wrong number to Interested and Demo requested. The four that leave a conversation unfinished book a callback on their own, with a reminder half an hour before. If the record already has an open follow-up, no second one is added, so three tries in one afternoon still leave one clear next step.

  • Nine call results, required when a call is logged from a record
  • Not picked up or busy: a callback three hours later
  • Call back later: the next day. Waiting for a decision: a week
  • No extra callback when a follow-up is already open
An example of choosing a call result in DigiPix Flow for a call with Amit Mehta: nine results, four of which book the next step — Phone not picked and Busy a callback in three hours, Call back later a callback tomorrow and Waiting for decision a follow-up in seven days. Waiting for decision is selected and a follow-up is booked a week out with a reminder, and a second example shows that no extra callback is added when the record already has an open follow-up.
VIEWS

Find any activity with views and filters

The Activities page lists every call, email, meeting and note your role lets you see. Switch between All, Mine, This week, Calls, Emails, Meetings and Notes, or build a filter on type, direction, result, owner, related record, notes and date and save it as a view of your own. Pick the columns you need, switch to a calendar, open any activity in a side panel, and reassign, export or delete several at once.

  • All, Mine, This week, Calls, Emails, Meetings and Notes
  • Filters on type, result, owner, related record and date
  • Saved views, a column picker and a compact layout
  • Bulk reassign, CSV export and delete
An example of DigiPix Flow's Activities page on the This week view with views for All, Mine, This week, Calls, Emails, Meetings and Notes, filtered to calls whose result was Busy or Phone not picked, three rows selected and a bulk bar offering reassign, export and delete.
MEETINGS & NOTES

Meeting notes that stay with the deal

Log a showroom visit, a demo or a site meeting against the deal or company it was about, with how long it ran and what was agreed. Notes hold the things that never fit a field — a budget mentioned in passing, or the best time to reach the decision maker. A note goes on the timeline like everything else, but it doesn't count as contacting the customer, so a lead never looks recently contacted because someone wrote a reminder to themselves.

  • Meetings logged with a duration and what was agreed
  • Notes for context that doesn't belong in a field
  • Edit an activity later if the details change
  • Notes never change a lead's last-contacted date
An example of a meeting logged on a DigiPix Flow deal for Sneha Nair's modular kitchen: a showroom visit with its date, 45-minute duration, owner and notes on what was agreed, and below it a note about the best time to call, marked as not changing the last-contacted date.
TIMERS

Clocks on the first reply, and on every reply after it

Every new lead is expected to be assigned within two minutes and to hear from your team within thirty. The first activity logged on the lead stops its first-contact clock; if nothing is logged in time, an alert goes out, and goes out again while the lead keeps waiting. Once a follow-up is booked, a second clock watches its due time: past due, it is flagged, with further alerts one hour and four hours later.

  • A two-minute assignment target and a thirty-minute first-contact target
  • The first logged activity stops the first-contact clock
  • Overdue follow-up alerts at the due time, then after one and four hours
  • Every clock checked once a minute, around the clock
See lead response timers
An example of DigiPix Flow's response clocks for a new lead, Neha Patil: the two-minute assignment target met in one minute, the thirty-minute first-contact clock with eighteen minutes left that stops when the first activity is logged, and an overdue follow-up to call Deepak Kulkarni flagged at its due time and again after one hour, with the four-hour alert still to come. Clocks are checked every minute.
NEXT STEPS

Each follow-up keeps a history of its own

A follow-up is the forward-looking half of an activity: the call you promised, booked on the record with a type, an owner and a due time. Its history shows every change — when it was scheduled, each time it was moved and why, who it was handed to, whether it was escalated, and the outcome it closed with. Completing one asks what happened and offers to book the next, so the chain of next steps never breaks.

  • Reschedule to tomorrow, in 3 days or next week, with a reason
  • Reassignments and escalations recorded as they happen
  • An outcome and a note on every completed follow-up
  • The next follow-up booked in the same step
Explore follow-up queues and reminders
An example of a DigiPix Flow follow-up's history: a call with Rahul Kumar scheduled from a Busy call result, rescheduled with a reason, reassigned while the owner was on leave, escalated when it ran an hour late, and completed with the outcome Connected, with the next follow-up — a site visit on Saturday — booked in the same step. A reschedule panel offers Tomorrow, In 3 days and Next week with an optional reason.
TEAM VIEW

See the work your team is putting in

What each person sees follows their role: a role can be limited to its own activities and follow-ups, widened to its team's, or given everyone's. A team lead can open This week, filter by owner to see who has been calling and who has gone quiet, and reassign work when someone is away. Every lead also shows when it was last contacted, updated whenever a call, email, WhatsApp, SMS or meeting is logged.

  • Visibility by role: own, team or everyone
  • Filter any view by owner to review one person's week
  • Last contacted on every lead, never moved backwards
  • Activity lists and logging in the mobile app too
An example of a team lead's view in DigiPix Flow: the Activities page on This week, filtered to the four people on the team, listing a site visit, a call, an email and a note with their owners, beside a note that the role can see its team's activities, and a lead list whose Last contacted column shows one lead untouched for nine days.
HOW IT WORKS

From a conversation to its next step, in five steps

  1. STEP 01

    Log the activity

    Record the call, meeting, email or note on the record it belongs to.

  2. STEP 02

    Record the result

    Pick a call result, write down what was said, and add the direction and duration.

  3. STEP 03

    Book the next step

    Unfinished calls book their own callback, and any follow-up can be scheduled from the record.

  4. STEP 04

    Keep the clock

    Timers watch first contact and each follow-up's due time, and alert when either slips.

  5. STEP 05

    Review the week

    Views, owner filters and the record timeline show who did what, and when.

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THE DIFFERENCE

Activity tracking in a CRM vs notebooks and chat threads

What it coversNotebooks and chat threadsDigiPix Flow
Where call notes goA notebook, a phone, or nowhere at allOn the record, with a result and notes
A customer's historyPieced together from chats, inboxes and sheetsOne timeline on every lead, contact, company, deal and client
After an unanswered callRetried if someone happens to rememberA callback booked from the call result
Meeting notesIn a rep's notebook, gone when they leaveLogged against the deal or company, with a duration
First responseNobody knows how long a lead waitedA thirty-minute first-contact clock, with alerts
Moved follow-upsPushed back with no trace of whyA history of every change, with the reason
The team's weekAsked for in the Monday meetingViews and owner filters over every logged activity

Activity and follow-up questions, answered

What counts as an activity in DigiPix Flow?

A call, email, meeting or note logged against a lead, contact, company, deal or client. Each one has a subject, notes, an owner and the time it happened. Calls can also carry a result, calls and emails a direction, and calls and meetings a duration. The mobile app can log WhatsApp conversations as activities too.

Is the activity timeline the same on every record?

Yes. Leads, contacts, companies, deals and clients each have an Activity tab that brings together logged activities, follow-ups, email, WhatsApp and SMS messages, and changes such as a new owner, status or stage. Entries are grouped by day, newest first.

Which call results can a rep choose?

Phone not picked, Busy, Call back later, Interested, Not interested, Proposal sent, Demo requested, Waiting for decision and Wrong number. When a call is logged from a record, a result is required, so every call can be counted and compared.

Does logging a call schedule a callback?

For four results, yes. Phone not picked and Busy book a callback three hours later, Call back later books one for the next day, and Waiting for decision books one a week out, each with a reminder 30 minutes before. If the record already has an open follow-up, no extra callback is created.

Can I log a call after it happened?

Yes. Set the date and time when you log the activity and it takes its proper place on the timeline. A lead's last-contacted date only ever moves forward, so logging an older call never makes a lead look less recently contacted than it is.

Does DigiPix Flow place or record phone calls?

No. Your team calls from their own phones and logs each call on the record — with its result, notes and duration — from the web app or the mobile app. DigiPix Flow keeps the history and books the next step; it doesn't place calls or keep any audio.

How does the first-contact timer work?

A new lead is expected to be contacted within 30 minutes of arriving. The first activity logged on the lead stops the clock. If nothing is logged in time, an alert goes out, and further alerts follow while the lead is still waiting. Timers are checked every minute.

Can I see why a follow-up was moved?

Yes. Rescheduling asks for a new time, with quick picks for tomorrow, three days or next week, and an optional reason. A follow-up's history lists when it was scheduled, moved, reassigned, escalated and completed, along with the outcome it closed with.

Who can see my team's activities?

Visibility follows each person's role. A role can see only its own activities and follow-ups, its team's, or everyone's, and the same rule applies in lists, on record timelines and in the mobile app.

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