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Client Follow-Up Manager

Manage client interactions and follow-ups

Import from Excel

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Select a client to view details

or add a new client to get started

Add New Client

Full Name *

Email Address *

Phone Number *

Business (Optional)

Initial Status

Log Interaction

Communication Channel

Subject (Optional)

What did you say? *

Client's Response *

Duration (minutes, optional)

Requires follow-up

Follow-up Date

Schedule Follow-up

Title *

Due Date *

Channel

Type

Priority

Details (Optional)

Record Payment

Amount *

Currency

Payment Date *

Payment Method

Subscription Type

Duration (Months)

Next Payment Date

Reference Number (Optional)

Notes (Optional)

Auto-update status to "PAID"

Update Status

Select New Status

Notes (Optional)

Reminders & Tasks