Sales follow-up software that never lets a call slip
Sales follow-up software that schedules every next touch on the record it belongs to, reminds the owner on web and phone before it's due, alerts the team when it runs late and leaves nothing dangling once a deal closes — so the call you promised on Thursday happens on Thursday.
- Every next touch scheduled
- Reminders on web and phone
- Late work escalated, not forgotten
Escalated · Team lead
- reminder times to choose from
- 4
- between overdue checks
- 1 min
- follow-up queues, from Due today to Completed
- 6
Everything a follow-up carries
- TypeCall, WhatsApp, SMS, email, meeting, demo or visit
- Due & reminderA time, and a nudge before it
- OwnerThe rep who is accountable
- PriorityLow to urgent, so the day sorts itself
- Related recordLead, contact, company, deal or client
- OutcomeWhat happened, recorded when it's done
Follow-ups kept in someone's head
A rep promises a callback, writes it on a sticky note and moves on to the next call. By Friday the note is gone, the rep is on leave, and nobody else knows the buyer was waiting to hear back.
Reminders that reach nobody
A phone alarm reminds one person, on one device, at one time. If they're in a meeting or off sick, the reminder fires into empty air and the follow-up quietly becomes overdue.
Missed calls that never get a second try
The buyer didn't pick up, so the lead sits untouched. Nobody schedules the retry, and a week later a competitor who called back twice has the order.
Every follow-up in the queue it belongs to
Follow-ups sort themselves into Due today, Upcoming, Overdue, Mine, Escalated and Completed, each with its own count. Filter and save the views your team relies on, and clear a morning's list in one go by completing, rescheduling, reassigning or cancelling several follow-ups at once.
- Due today, Upcoming, Overdue, Mine, Escalated and Completed
- Saved views for the way each team works
- Bulk complete, reschedule, reassign or cancel
- Overdue rows highlighted so they're hard to miss
Schedule the next touch from any record
From a lead, contact, company, deal or client, a follow-up takes a few clicks: pick a quick time such as This evening or Next business day, choose whether it's a call, WhatsApp, SMS, email, meeting, demo or site visit, set a priority and a reminder, and assign an owner. It appears on the record, in the queues and on the calendar at once.
- Quick times: today, this evening, tomorrow or next business day
- Call, WhatsApp, SMS, email, meeting, demo, site visit or video call
- Priority from low to urgent, with a reminder before it's due
- Rescheduling keeps a history, with an optional reason
Reminders that reach the right person
Choose a reminder 15 minutes, 30 minutes, an hour or a day before a follow-up is due. It lands in the bell and as a push notification on the owner's phone, and on the web a pop-up lets them complete it, snooze it for a few minutes or reschedule it without leaving what they're doing. Quiet hours hold alerts overnight, and a digest email recaps the rest.
- Reminders from 15 minutes to a day before the due time
- In the app and as mobile push notifications
- Complete, snooze or reschedule straight from the reminder
- Quiet hours overnight, and a daily or weekly digest email
Late work doesn't stay quiet
Every minute, DigiPix Flow checks for follow-ups and tasks that have passed their due time. The owner hears about it first, and overdue work is also flagged to up to three team leads or managers, so a missed callback surfaces while there's still time to rescue it. Everything late collects in the Escalated queue until someone acts.
- Overdue checks every minute, around the clock
- Alerts to the owner, and to team leads or managers by role
- Further follow-up alerts one hour and four hours past due
- An Escalated queue for everything still waiting
Callback reminders booked from the call outcome
Log a call and pick what happened. If the buyer didn't pick up or was busy, a callback is scheduled three hours later; if they asked you to call back later, it lands the next day; if they're waiting on a decision, it comes up in a week. New leads also get a first task the moment they're assigned, so nothing starts without a next step.
- Not picked up or busy: a callback in three hours
- Call back later: a callback the next day
- Waiting for a decision: a follow-up in a week
- A first task created as soon as a lead is assigned
Tasks that repeat, snooze and hand over cleanly
Tasks carry a priority, a due time and a reminder, and can repeat daily, weekly or monthly until an end date. Complete a repeating task late and just the next one is created, not a pile of missed copies. Snooze a task for a day, three days or a week, reassign it when someone's away, and handle several at once from the list.
- Repeat daily, weekly or monthly, with an end date
- Late completion creates only the next occurrence
- Snooze for 1, 3 or 7 days, or reassign in a click
- Bulk complete, snooze and reassign from the list
Sequences that stop the moment they reply
Build a sequence of email, SMS and WhatsApp steps with a wait between each, and enrol leads or contacts. When someone genuinely replies, their sequence stops — auto-replies and bounces don't count — so nobody gets a chaser after they've already answered. Consent is checked again before each message, and outreach waits out quiet hours.
- Email, SMS and WhatsApp steps with delays
- Enrol leads and contacts
- Stops on a genuine reply, not on auto-replies or bounces
- Consent checked again before every message
Your follow-ups on one calendar
See tasks and follow-ups by day, week or month, with overdue items and what's up next in the side rail. Drag an item to a new slot to reschedule it, or click an empty slot to create a task or follow-up right there. On the mobile app, a follow-up can be added to the phone's own calendar.
- Day, week and month views of tasks and follow-ups
- Drag to reschedule, click a slot to create
- Overdue and up-next lists beside the calendar
- Add follow-ups to your phone's calendar from the app
From a promised call to a finished job, in five steps
- STEP 01
Schedule the next touch
Create a follow-up or task from any record, with a type, owner, priority and reminder.
- STEP 02
Get reminded
A reminder reaches the owner in the app and on their phone before it's due.
- STEP 03
Complete with an outcome
Record what happened, and book the next touch in the same step.
- STEP 04
Escalate what's late
Overdue work alerts the owner and team leads, and waits in the Escalated queue.
- STEP 05
Repeat what recurs
Repeating tasks create their next occurrence as each one is done.
Follow-ups in a CRM vs notebooks and phone alarms
| What it covers | Notebooks, phone alarms and memory |  DigiPix Flow |
|---|---|---|
| Where follow-ups are kept | Sticky notes, personal to-do apps and memory | On the record, in shared queues and on the calendar |
| Reminders | One alarm on one person's phone | In-app and push reminders, with quiet hours |
| Late follow-ups | Noticed when the buyer complains | Overdue alerts to the owner and team leads |
| After a missed call | Retried if someone remembers | A callback scheduled from the call outcome |
| Recurring work | Rewritten every week | Tasks that repeat daily, weekly or monthly |
| Closed deals | Old reminders keep ringing | Pending follow-ups and tasks cancelled |
| The week ahead | Pieced together from several apps | Day, week and month views in one calendar |
The providers your follow-ups go out through
Sequence steps go out through your workspace's own channels: email from your verified domain, text messages through your SMS connection, and WhatsApp messages through WhatsApp Business.
Follow-up questions, answered
What is follow-up reminder software?
Follow-up reminder software keeps track of every call, message and meeting a rep has promised, and reminds them before each one is due. In DigiPix Flow each follow-up sits on its record and in shared queues, reminders reach the owner in the app and on their phone, and overdue work is flagged to team leads so missed follow-ups don't go unnoticed.
How do follow-up reminders work?
When you schedule a follow-up or task, you choose a reminder 15 minutes, 30 minutes, an hour or a day before it's due. The reminder appears in the notification bell and as a push notification on the owner's phone, and on the web a pop-up lets them complete, snooze or reschedule it.
Will reminders wake my team up at night?
No. Quiet hours hold push, email, SMS and WhatsApp alerts between 21:00 and 08:00 by default, and each person can change them. Critical alerts can still come through if you allow them.
What counts as overdue, and who is told?
A follow-up or task is overdue once its due time passes. DigiPix Flow checks every minute, alerts the owner, and also flags the overdue item to up to three people in team lead or manager roles. Overdue follow-ups collect in the Escalated queue.
What happens when a call isn't answered?
When a rep logs a call as not picked up or busy, a callback follow-up is created three hours later. Call back later schedules it for the next day, and waiting for a decision schedules it a week out.
Can tasks repeat?
Yes. A task can repeat daily, weekly or monthly, with an optional end date. When it's completed, the next occurrence is created — and if it's completed late, only the next one is created rather than every missed copy. Follow-ups are booked one at a time, and completing one lets you schedule the next.
Do sequences keep messaging people who have replied?
No. A sequence stops as soon as the person genuinely replies. Auto-replies, bounces and spam don't count as replies, and consent is checked again before each message is sent.
Does DigiPix Flow have a calendar?
Yes. The calendar shows tasks and follow-ups by day, week or month, and you can drag an item to reschedule it or create one from an empty slot. The mobile app can add a follow-up to your phone's calendar. Connecting external calendar apps isn't available yet.
What happens to follow-ups when a deal is closed?
Closing a deal as won or lost cancels its pending follow-ups, tasks and queued reminders. They stay on the record for history, so nobody keeps getting nudged about a conversation that has already finished.
Can my team manage follow-ups on their phones?
Yes. The mobile app has follow-up queues for due, upcoming, overdue, mine, escalated and completed items, lets reps schedule and reschedule follow-ups, and receives the same push reminders as the web app.
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Never lose a deal to a forgotten call
Talk to an expert — bring the way your team follows up today and see every next touch scheduled, reminded and tracked.
- A real person, not a bot
- Bring your current process
- See your week on one calendar