Salesvora
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Follow-ups & Reminders

The feature that quietly wins the most deals: schedule a next step on every lead, and let Salesvora remind you before it's due.

Most leads are lost not to competitors but to silence — a follow-up that never happened. Salesvora makes the next step impossible to forget.

app.salesvora.com/follow-ups
Search leads by name or phone…

Follow-ups

AS
Aarav Sharma
Send proposal PDF · Yesterday, 4:00 PM
Overdue
MG
Mohit Gupta
Confirm site visit · Today, 11:30 AM
Due today
PN
Priya Nair
Quote follow-up call · Today, 5:00 PM
Due today
RS
Rahul Sethi
Share brochure · Tomorrow, 10:00 AM
Upcoming
Follow-ups grouped into overdue, due today, and upcoming — tick one off the moment it's done.

Scheduling a follow-up#

From any lead's profile, open the Follow-ups tab and add one with a specific date, time and an optional note like “Send proposal” or “Confirm site visit”. That's it — it now appears on the dashboard, the follow-ups page, and (optionally) lands as a reminder in your inbox or on Telegram.

The follow-ups page#

A dedicated page collects every follow-up, split into three clear buckets so you always know where to look first:

  • Overdue — past due and highlighted in red.
  • Due today — handle these before you log off.
  • Upcoming — what's on the horizon.

Mark a follow-up done directly from the list — no need to open the lead first.

Automated reminders#

Salesvora can nudge the person who owns a follow-up before it is due. Reminders are set up once, for the whole team, and then apply to every follow-up automatically — you never send one by hand.

Turning on reminders for your team#

These are the Team Member Reminders — internal notifications sent to your own staff, not to the client. Only an owner or admin can change them.

1

Open notification settings

Go to Settings → Notifications from the left sidebar.
2

Find Team Member Reminders (Internal Staff)

This section controls how your team members are told about upcoming client follow-up tasks.
3

Turn on the channels you want

Switch on Email, SMS, WhatsApp or Telegram. You can enable more than one.
4

Choose when the reminder fires

Under Notification Trigger Time, pick how far ahead the team member is warned.
5

Save

From then on, whoever a follow-up is assigned to gets reminded automatically.

The reminder can go out on any of these channels:

  • Email — to the team member's registered email address.
  • SMS — to the team member's phone. Pro
  • WhatsApp — via an approved WhatsApp template. Pro
  • Telegram — a direct message via the Salesvora bot. See Telegram Bot. Pro

Notification Trigger Time — how far ahead the reminder is sent:

10 min 15 min 30 min 45 min 1 hour 2 hours 4 hours 1 day before.

Before SMS or Telegram will work. For SMS, each team member needs a phone number saved under Team. For Telegram, each team member must link their own account under Settings → Telegram. Reminders are only delivered to team members who have completed that step.
Make it a rule. Never end a call without setting the next follow-up. Combined with the overdue highlight on your dashboard, it's the single most effective habit in the whole product.