# CRM Tasks & Follow-ups

> Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.

**URL:** https://cubecrm.co.uk/features/tasks-and-follow-ups

Most lost business is not lost to a competitor - it is lost to a follow-up that never happened. CubeCRM gives every customer and every deal a list of next steps, reminds the owner on the day, and escalates anything that slips. Calls, meetings, site visits and notes are logged on the customer’s timeline in a few clicks, from a desk or a phone. Each person starts the day with a single list: what is due, what is overdue, and what has quietly gone cold.

## Details

- **Feature:** CRM Tasks & Follow-ups
- **Included in:** CubeCRM (https://cubecrm.co.uk/platform)
- **Coverage:** Nationwide, set up in person
- **Also known as:** Activity management, Call logging, Follow-up reminders, Sales tasks, To-do lists

## What it does

- **A daily list:** Due, overdue and upcoming tasks for each person, across every customer and deal.
- **Calls and meetings logged:** Outcome, notes and next step recorded in a few clicks, on desktop or phone.
- **Reminders that escalate:** Reminders on the day, and a nudge to a manager when something important slips.
- **Recurring follow-ups:** Call cycles and review dates that repeat, so key accounts are contacted on time.
- **Shared or assigned:** Tasks for yourself, for a colleague or for a team, with the history kept either way.
- **In your calendar:** Meetings and timed tasks appear in Outlook or Google Calendar automatically.

## How it works

1. **Log as you go:** Every call, meeting and email adds to the timeline, most of it automatically.
2. **Set the next step:** Every deal and key account gets a dated next action, with a reminder attached.
3. **Start each day with a list:** One screen of what is due, what is overdue and who needs a call.

## Figures

- **1** List per person, every morning
- **Auto** Reminders and escalation
- **Logged** Calls and visits on the timeline

## Frequently asked questions

**Do tasks appear in Outlook?**

Timed tasks and meetings do, through the Microsoft 365 or Google Workspace sync.

**Can managers see the team’s tasks?**

Yes, subject to permissions, including overdue tasks by person.

**Can we set call cycles for key accounts?**

Yes. Accounts can have a contact frequency, and overdue ones appear on the owner’s list.

**Does it work on a phone?**

Yes. Tasks, call logging and visit notes all work from the mobile interface.

## Problems it helps solve

- **Small Business CRM** - A CRM a small team can set up in weeks and actually keep up to date - contacts, enquiries, quotes and follow-ups without the enterprise baggage. https://cubecrm.co.uk/software/small-business-crm
- **Sales Management Software** - Targets, activity, pipeline and results for every salesperson and team, from the same live data - so managing sales is coaching rather than chasing spreadsheets. https://cubecrm.co.uk/software/sales-management-software
- **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software

## Related features

- **CRM Email & Calendar Sync** - Two-way sync with Microsoft 365 and Google Workspace - emails and meetings file themselves against the right customer, with nothing to install. https://cubecrm.co.uk/features/email-and-calendar-sync
- **Mobile CRM** - Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk. https://cubecrm.co.uk/features/mobile-crm
- **CRM Contact & Company Records** - One shared record per customer: every company, site, contact and role, with every email, call, quote and case on the same timeline. https://cubecrm.co.uk/features/contacts-and-companies

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)