Zero missed follow-ups. Zero excuses.
Create, track, and finish every follow-up in one place — calls, meetings, WhatsApp, demos, notes. Overdue work goes red across the calendar and the manager sees, by name, who's behind.
Trusted by 1,000+ Indian SMBs
What changes for your team
From task creation to manager tracking — everything stays on track without manual chasing.
Overdue work can't hide
Overdue tasks turn red across the calendar, task lists, and dashboards — and stay there until someone closes them.
Managers see who's behind
The owner-level summary names every rep with overdue work in one row. No drilling, no weekly review meetings.
Performance without manual reports
Tasks done today, overdue count, average response time, completion rate — per rep and rolled up for the team.
How follow-ups work
Four layers — task creation, planning, control, and accountability — so nothing slips between the cracks.
Create and manage every follow-up in one place
Create tasks directly from any lead — with full context already attached. No tab switching, no copy-pasting between tools.
- Call, meeting, WhatsApp, demo, task, note, or follow-up
- Assign to self or any teammate with due date and priority
- Quick reminders — 15 min, 30 min, 1 hr, or a time you pick
- Create from any lead card — no tab switching
Used by telecaller teams handling 50–200 conversations a day
See your entire follow-up plan clearly
Track daily, weekly, and monthly follow-ups in one view. Colour-coded by type so calls, meetings, and demos stand out at a glance.
- Daily, weekly, monthly calendar — switch with one click
- Clear separation of calls, meetings, and demos
- Drag-drop to reschedule — no re-opening modals
- Team view for managers, personal view for reps
The calendar your team actually uses every day
No follow-up gets missed or ignored
Overdue tasks are highlighted everywhere and pushed until completed. The Daily Action Center surfaces pending work so nothing sits quietly forgotten.
- Overdue tasks visible across calendar, lists, and dashboards
- Daily Action Center — pending work resurfaces every morning
- Manager view of overdue by telecaller, by name
- Full lead activity timeline — calls, messages, notes, status
Managers reassign manually or in bulk — Cratio doesn't auto-move work
Track performance without manual reports
Know who is following up and who is falling behind — per telecaller and rolled up for the team. No more monthly scorecards built from screenshots.
- Tasks completed today — per rep, updated live
- Overdue count per telecaller
- Average response time on new leads
- Task completion rate — % closed on time
Full analytics stack → /features/analytics
Reminders that reach reps where they are.
Lending leads die quietly when no one calls them on Day 3. Cratio's drip sequences fire on Day 1, Day 3 and Day 7 with a WhatsApp template each — and a task drops on the agent's screen if the customer replies. Cold-lead reactivation pays for the entire stack every month.
Follow-ups & Tasks — common questions
Never miss a sales lead again.
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