Follow Up

Tracking customer contact across multiple teams can be complex and difficult. Lightspeed CRM makes this easy with follow up per department.

Encourage Productivity
Increased Visibility

Hold employees accountable for commitments made to customers.

Real-Time Tracking
Improve Customer Satisfaction

Customers get communicated to at the right time with the right information.

Boost Sales Performance
Work as a Team

With all departments working together and viewing other departments communications, separate departments can work as one team.

Follow Up Features

Keep track of follow up in every department. Appointments, calls, tasks, emails and texts can all be tracked to verify customer communication across the entire dealership.

My-Day Task Reminders
Open and Closed

Track open and closed follow up in desktop widgets that allow you to verify today’s follow up, overdue and what’s been done, from the list views you can easily see all last and next follow ups, helping you keep your teams accountable.

Mobile CRM
Daily Calendar

View all employees appointments with customers in the daily calendar widget and whether they are confirmed or have showed and whether they are still in the showroom.

Sales Tools
Multiple Stores

Easily track follow up with multiple stores allowing a BDC to view all the information and update in one place.

Sales Manager
All Departments

Each department can track their own follow up and managers can view all employees of a department in order to track their group and verify that they’ve done their jobs.

Interested in Follow Up?