Know exactly who needs attention next.
Keep follow-ups visible and make sure important leads don't disappear after the first conversation.
- Follow-ups for calls, WhatsApp, email and meetings
- Priority levels and due dates
- Overdue clearly surfaced, with ageing
- In-app notification inbox so nothing is missed
- Outcome notes recorded on the customer record
- Created by your team, or as a step in a journey you configure
Follow-ups by channel
Schedule the next call, WhatsApp message, email or meeting against a lead or opportunity.
Due dates and priority
Set when it matters and how much it matters, then work a list that is ordered by what is actually due.
Overdue visibility
Overdue follow-ups are surfaced with ageing, so nothing quietly slips past.
Notifications
An in-app notification inbox on every record. The owner is notified the moment a lead is assigned or reassigned to them.
Activity timeline
Completed follow-ups and their outcome notes stay on the record as history.
Creation from a journey
A journey can include a create-follow-up step, so the next action is defined by your process rather than retyped each time.
Follow-ups in Xoaro are scoped to a lead or opportunity. This is sales follow-up management rather than a general-purpose task or project tool. Follow-ups created as a journey step appear when Xoaro’s automation worker runs — see Automation.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.