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Read moreCalls & follow-ups
Every customer call logged, every follow-up tracked
Much of a sales team's work happens on the phone, and most of it is forgotten by next week unless someone writes it down.
BizFlowSuite lets your team log each call against a customer, record how it went, and set the date for the next follow-up.
What you get
A record of every call
Customer, number, call type, date, duration and notes are saved with each call.
Clear outcomes
Mark each call as answered, not answered, voicemail or call back later.
Follow-ups you can act on
Set the next follow-up date when you log a call and track it on the follow-ups page.
How it works
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Pick the customer
Choose the customer and the phone number you called.
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Record the call
Add the outcome, how long it lasted and any notes.
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Set the next follow-up
Add a follow-up date if the customer needs another call.
In more detail
A call record holds the customer, the phone number, whether the call was outgoing, incoming or missed, the date and time, how long it lasted, and your notes. You choose an outcome for each call: answered, not answered, voicemail or call back later.
When a call needs another conversation, you set the next follow-up date on the same form. The follow-ups page then lets you track those dates in one place.
Call logging and the follow-ups tracker are part of the Growth and Enterprise plans.
Questions about calls & follow-ups
Which plans include call logging?
Call logging and the follow-ups tracker are included in the Growth and Enterprise plans.
What can I record for each call?
The customer, phone number, call type, outcome, date and time, duration and notes, plus an optional next follow-up date.
Where do I see upcoming follow-ups?
On the follow-ups page, where you can track the follow-up dates you set while logging calls.
More from BizFlowSuite
Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.