Lead follow-up software that does not let a lead go quiet
Most leads are not lost on the first call. They are lost when nobody makes the second one. CRM Bundals is lead follow-up software for small calling teams: every open lead carries a date, a time and a reason to call again, and late ones cannot hide.
A follow-up is three things
A time, a reason and an owner. Not a note in the margin.
Today’s list is already sorted.
- Late follow-ups sit on top, in red. Then today’s. Then fresh leads.
- Each one says what it is about: a balance fee, a demo class reminder, a call after six.
- A caller sees only their own. The owner and managers see everyone’s, caller by caller.
A call cannot end in nothing.
- After a call the caller picks what happened, the stage and the next follow-up.
- The call is saved only with a next follow-up, or Won, or Lost with a reason.
- The call closes the follow-up it answers, so the list never fills with stale items.
Some follow-ups make themselves.
- Nobody picked up: a follow-up is made for the next day at the time you set.
- A new lead: a first call is set a number of minutes after it is given to a caller.
- A part payment: a balance reminder some days later. A visit: a reminder two hours before.
These are fixed rules with switches. Nothing here guesses or decides on its own.
Sheet and memory, or a follow-up list
Said plainly
- Keeps a next follow-up on every open lead.
- Shows late follow-ups first, and marks one that waited 24 hours as Late for a day.
- Makes follow-ups by four plain rules that you switch on or off.
- Lets a manager move a follow-up to another time or another caller.
- Keeps every follow-up in the lead’s history with who made it.
- It does not call the lead for you. A follow-up is a prompt for a person.
- It does not send a WhatsApp message or an email when a follow-up is due.
- It does not score leads or pick who to call by guessing. The order is late, due, fresh.
- It does not read follow-ups from your old sheet. Import the leads, then the first call sets the next step.
The honest test of follow-up software is small: open any lead and ask when it will be called next. In CRM Bundals an open lead that has been called always has an answer. The follow-ups lesson walks through the screens.
Asked about follow-up
How is this different from a reminder app?
A reminder app does not know the lead. Here the follow-up sits on the lead, beside its calls, visits and payments, and it closes when the call is logged.
Can the owner see follow-ups that were not done?
Yes. The Follow-ups app shows Late for everyone, and a table with each caller’s upcoming, late, done and cancelled follow-ups.
What if a lead never picks up?
Each try makes the next day’s follow-up. If you switch on the give-up rule, the lead closes as Lost with the reason Could not reach after the number of tries you set.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.