Note: Available in the Growth Plan and above.
Salesmate activity reminders help you to remain on top of communication by reminding yourself to follow-up some important emails, so nothing falls through the crack.
To set an activity base reminder:
You can set a reminder while composing a new message or writing down a reply. Just click on "Remind Me" button and you can select a date on which you should get a reminder.
You can also set a condition about when you should get a reminder. You can select any of these conditions:
- If not read - You will get a reminder if your sent email is not read by the customer (this feature requires email tracking to be on.)
- If not replied - You will get a reminder if the contact hasn't replied to your email.
- Regardless - You will get a reminder on the specified date to follow-up for that particular email.
So based on your condition Salesmate will create an activity for you of the type Task so you can proceed with next course of action.
Other CRMs have the reminders included in free packages so I think that should be included in the Salesmate STARTER package! I completely undersend for Schedules but for Reminders for Follow up is something that you should have in the starter package.
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