Stage board
Prospect, contacted, quoted, negotiation, won. Drag the card and the sales forecast updates.
Signum Rise › Customer follow-up
Customer follow-up
Never let a customer go cold for lack of follow-up
Most sales are lost by not calling back in time. Signum Rise turns every quote, every deal and every inactive customer into a specific task, with a date and an owner.
Follow-up that does not rely on memory
Dated tasks
Calls, visits and emails become tasks with an owner. Overdue ones show first.
Automatic alerts
Unanswered quotes, overdue deals and customers who stopped requesting quotes are detected automatically.
Complete history
The customer record shows contacts, quotes, invoices, cases and every past interaction.
Phone alerts
Tasks coming due and quotes the customer opens arrive as alerts on your phone.
Assign to the team
Anyone can assign tasks to anyone, including the manager, and it records who asked.
Day to day
- Every morning you see the day’s follow-ups.
- A customer who has not asked for a quote in weeks shows up as an alert.
- When a rep changes, the customer history stays complete.
- Management sees the whole pipeline on one board.
Frequently asked questions
What if a sales rep leaves?
The full history stays on the customer record. Reassign the book and the new rep knows exactly where each customer stands.
Can I see the sales forecast?
Yes. Each deal has an amount and probability, and the board shows the month’s forecast.
Does it work on mobile?
Yes. It installs as an app and alerts arrive on your phone.
Try it with your own lanes and your own numbers.
We prepare a tailored proposal based on your modules and users.