CRM & Sales Ops

Follow-up Reminder

A simple reminder list tied to contacts. Overdue and upcoming views, snooze by days, owner filter. Team mode shares reminders across the workspace.

Workspace
Personal — local only
Overdue
1
Today
0
Upcoming
1
Done
0
Personal mode
Ready
Add follow-up

New reminder

Owner
1 overdue · batch snooze
2 reminders

Reminder timeline

  1. 1d overdue
    May 12
    Snooze
  2. in 2d
    May 15
    Snooze