Client Follow-Up Software

Elevate your communications with clients using Daftra CRM’s Follow-Up system. With an easy-to-use appointment management system, create appointments for different purposes, from sales meetings, follow-up appointments and deal closures to taking clients’ requests. Assign dedicated staff to follow up on the appointments and set reminders to notify clients of meetings, dates or payments automatically.

  • Free 30-day trial
  • No credit card needed
  • No Setup
Client Follow-Up - Daftra

Establish Customer Relations, Sell More.

Contact Management
Client Follow-up
Client Attendance
Points & Credits
Memberships

Schedule client appointments

Follow your clients continuously by setting appointments for every step of their buyer’s journey. Schedule meetings by date, duration and appointment purpose, add notes about where previous meetings stood or use it as reminders for the staff member assigned in charge of the meeting.

Schedule client appointments
Manage recurring appointments

Manage recurring appointments

Mark an appointment as recurring and determine its frequency of occurrence to automate appointment creations and easily share the appointment details with the client.

Customize your own appointment actions list

Edit appointment actions to fit every purpose for communication with your clients and easily select from them while creating the appointment.

Customize your own appointment actions list
Assign in-charge staff

Assign in-charge staff

Specify a staff member to be responsible for a certain meeting and follow-up on the appointed client, track their progress and history from a detailed activity log and mark an appointment as done or dismissed accordingly.

Set personalized appointments’ automatic reminders

Set auto-reminder rules to notify both clients of meetings and follow-up appointment details through SMS or by email. Find ready-made or fully customize your own email templates to personalize client communication and update clients with invoices, payments confirmation, registration and login details, appointment dates and more.

Set personalized appointments’ automatic reminders
Clients and employees too!

Clients and employees too!

Use Daftra dynamic appointment system to create reminders not only for clients but also for staff, by setting auto-reminders to be sent to the assigned staff in charge to take certain needed actions and manage personnel efficiently.

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Pricing


14 Days Trial

No credit card required Cancel anytime

14-day trial gives you a free account, upgrade the same account when your trial period ends.

Daftra Promises as Your
Business Partner

Find out why Daftra has been the choice of over 10,000 SMEs.

Free and
Quick Support

Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.

Safe and
Secure

Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.

Personalized
Experience

Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.

Simple
and Advanced

Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.

Save Time
and Effort

Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.

Remote, Yes.
Disconnected, Never

Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.

Free
Lifetime Updates

Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.

Cut-rate
Deal

All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.