Sales CRM
Track Client Follow-up Timings
Every client interaction opens with useful context: lead owner, latest activity, result and next follow-up timing. Track Client Follow-up Timings gives managers and agents a structured view of client activity, who handled it, whether it connected and when the next follow-up is due.
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Who it is for
Telecalling teams, sales managers, support supervisors and founders who need follow-up accountability.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
The CRM links phone number, lead, agent, activity date, direction, status, duration and notes into one timeline entry.
- Assign leads to callers.
- Callers dial from the Android app or log a call on the web.
- Each call records direction, result, duration and a note.
- Set the next follow-up, and it appears in that person's follow-up list.
What you get
- Incoming/outgoing direction
- Connected/missed outcome
- Duration and activity timestamp
- Lead matching by phone number
- Agent and team owner
- Follow-up note and next timing
What it connects to
- Call History TimelineA searchable timeline of incoming, outgoing, missed and synced client follow-up activity against each lead and employee.
- Mobile CRM AppAn Android app with a dialer, call log and SMS sync, direct messages, location pings and Hindi, tied to the web CRM.
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Workflow AutomationAutomate reminders, assignments, alerts and manager notifications across CRM modules.
Getting set up
Enable mobile activity sync, assign leads to agents, and the follow-up timing screen starts building context automatically.
Track Client Follow-up Timings: questions and answers
- Does BizzSetu record the call audio?
- No. BizzSetu does not record calls. It keeps the call log entry (number, time, duration, direction) and the notes your team adds.
- Can a call be logged without the app?
- Yes. A call can be logged from the lead on the web, and the duration can be left blank.
- Which module is this part of?
- Track Client Follow-up Timings is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
See Track Client Follow-up Timings on your own data
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