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Follow-Up Reminder Bot

Never Miss a Follow-Up. Never Lose a Lead.

Never miss a follow-up again

Sales / Marketing / CRM Category
Kriatix Creator
38 Pages
360 Downloads
English Language

The Follow-Up Reminder Bot by Kriatix is an AI-powered automation solution designed to ensure timely follow-ups across sales, support, and operations teams. It intelligently tracks conversations, deadlines, and engagement triggers to remind your team exactly when action is needed—so no opportunity slips through the cracks.

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What Is the Follow-Up Reminder Bot?

The Follow-Up Reminder Bot is a ready-to-deploy automation tool that monitors customer interactions and automatically sends reminders, alerts, or tasks based on predefined rules or AI-driven insights. It helps teams stay proactive, responsive, and consistent without manual tracking or spreadsheets.

Who Is It For?

Role How They Benefit
Sales Teams Ensure timely follow-ups and improve deal closure
Customer Support Respond faster and reduce missed tickets
Account Managers Maintain consistent client communication
Founders & Managers Gain visibility into follow-up accountability
Agencies Manage multiple client follow-ups effortlessly

Key Features

  • Automated follow-up reminders via email, app, or chat
  • Smart scheduling based on customer activity
  • Custom reminder rules and escalation logic
  • AI-driven priority suggestions (optional add-on)
  • Task creation and assignment alerts
  • Multi-channel notifications
  • Role-based access and controls

Benefits

  • Eliminate missed follow-ups
  • Improve response times and customer trust
  • Increase conversion and retention rates
  • Reduce manual tracking and admin work
  • Adapt reminders to your business workflows
  • Stay organized across teams and channels

How It Works

  • Define Follow-Up Rules – Set timing, conditions, and channels
  • Track Interactions – Monitor emails, messages, or status changes
  • Trigger Reminders – Automatic alerts when action is required
  • Escalate if Needed – Notify managers if follow-ups are missed
  • Monitor Performance – View follow-up completion and response metrics

Add-ons & Integrations

  • AI Priority & Timing Engine
  • CRM & Helpdesk Sync
  • Gmail & Outlook Integration
  • Slack, Teams, WhatsApp Alerts
  • Zapier Integration

Deployment & Access

  • Web, Mobile, and Tablet access
  • Cloud-hosted or On-Premise deployment
  • Fully white-labeled for enterprise use

What Our Partners Are Saying

Frequently Asked Questions

Can I customize follow-up rules?

Yes, you can define timing, triggers, channels, and escalation logic.

Does it work with my existing CRM?

Yes, it integrates with popular CRMs and communication tools.

Can reminders be sent on multiple channels?

Absolutely—email, chat apps, and in-app notifications are supported.

Is AI mandatory to use this bot?

No, AI features are optional and can be enabled as add-ons.

Can managers track missed follow-ups?

Yes, dashboards provide visibility into overdue or skipped actions.

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