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Set follow-up reminders so you never let an opportunity pass you by.
Need to remember to follow up on a proposal, quote, or sales pitch? All you have to do is click the “Follow-up” button in your inbox.
You can set exactly when you want the reminder to arrive, and you can even add notes and set it based on whether you get a reply to your email.
You can also choose to have it set a task in Salesforce or just put the reminder email at the top of your inbox.
Here's a quick video tutorial on how follow-up reminders work to help keep you on track:
No credit card required
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“After performing more than 100 Salesforce implementations, Cirrus Insight is simply the ﬁrst app I install when starting a new project. It gets me quick wins with the users and rapidly increases adoption before I do anything complicated. It’s proof that the best solutions are always the simplest to achieve.”