Never Miss a Follow-Up Again
Set follow-up reminders after interaction
Our AI intelligently sets the perfect follow-up reminder after every call and email, ensuring you engage every prospect at the perfect moment to move the deal forward.
See it in action
Auto-create leads
Manual Reminder Mess
Reps finish a call and think, “I’ll remember to follow up next Tuesday.” But they forget. Leads fall through the cracks not from a lack of intent, but from a lack of a systematic, intelligent reminder system. Deals stall and die due to inconsistent follow-up.
Follow-up reminders
Key Features
AI-Powered Contextual Reminders
The agent doesn’t just set a generic reminder. It analyzes the interaction and suggests an optimal follow-up time
(e.g., “Remind me in 3 days, as the prospect asked for a follow-up after their team meeting”).
Automated Task Creation
Based on the interaction, the agent automatically creates a follow-up task in the rep’s CRM, complete with a due date and context from the last conversation.
Snooze & Cadence Intelligence
The AI can set up a smart “snooze” cadence, reminding a rep to follow up every few days until a reply is received, ensuring persistent but not annoying engagement .
Use Cases
Use-Cases for Set follow-up reminders
B2B Software Company
After implementing AI reminders, the sales team saw a 30% increase in the number of deals moving from the “Initial Contact” to “Qualified” stage
Insurance Agency
Reps used the agent to set follow-ups for policy renewal dates, which led to a 12% increase in customer retention over six months.
Consulting Firm
Ensured that every prospect who received a proposal was followed up with exactly 2 days later, a simple change that increased their proposal-to-close rate by 8%.
More Agent Template
Voice note → Lead creation
Transcribes voice notes and creates structured lead entries with tags and reminders.
Set follow-up reminders
Sends reminders based on lead stage, last contact, and urgency signals.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
Report campaign performance
Generates performance reports for agency clients with KPIs and ROI.
AI reminders
Value Proposition
Shorten your sales cycle with timely, relevant engagement.
Increase conversion rates by preventing leads from going cold.
Remove the mental burden of manual reminders from your reps.
FAQ
It analyzes the content of the email or call transcript for time-based phrases (“Talk next week,” “Check back in a month”) and also uses best practices based on your sales cycle.
Yes, the agent suggests a time, but the rep can always manually override it.
The agent intelligently detects the reply and automatically cancels the pending reminder task.
Yes, it can create a “Call,” “Email,” or generic “Follow-up” task based on the context.
The system is designed to be smart, automatically clearing reminders when a conversation is active, ensuring the task list remains clean and relevant.
Automate with AI
Start your free trial today.
Let no lead fall through the cracks. Automate your follow-ups with intelligent reminders. Activate your Follow-Up Agent today.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
