1. Does MIZO CRM Support Reminders And Follow-ups?
Yes — MIZO CRM includes simple and effective follow-up tools that help you stay on top of your leads and ensure no opportunity is missed.
✸ Manual Follow-Up Reminders for Each Lead
You can set custom follow-up reminders for any lead — whether it’s a call, site visit, or check-in. Just open the lead profile, choose the reminder date, and make a note if needed.
Example : “Call tomorrow at 11 AM” or “Send brochure after meeting”
✸ Daily Follow-Up View
The dashboard includes a “Today’s Follow-Ups” section, where users can :
🔹See all follow-ups due today 🔹Track overdue follow-ups 🔹Focus on the most urgent leads
This helps your sales team prioritize and stay consistent.
✸ WhatsApp Follow-Up From CRM
You can send follow-up messages directly through WhatsApp using :
🔹Pre-approved message templates 🔹One-click sending from each lead profile
✸ Notes & Activity History
Every reminder and follow-up interaction is saved in the lead timeline. You can track :
🔹When the follow-up was set 🔹What was discussed 🔹Which team member handled it
This improves team coordination and avoids confusion during handovers.
2. Can Leads Be Assigned To Team Members For Follow-up?
Admins or managers can assign leads to team members. Once assigned, users can set and manage their own reminders to ensure timely follow-ups.