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Daily follow-up reminders are one of the most practical CRM features for busy business owners. Instead of logging into your CRM to check what needs attention, the CRM proactively tells you each morning which leads need follow-up.
CRMs with daily reminder features include Long Drive Leads (morning follow-up nudges via email and SMS), Pipedrive (activity reminders), and HubSpot (task due notifications). Most CRMs offer some form of reminders but few send a proactive daily reminder.
Long Drive Leads runs an automatic check every morning at 9am. It picks out the oldest new leads waiting more than 24 hours without contact, and the oldest quoted leads with no follow-up for 3+ days, and sends you a reminder for each by email, and by SMS if your plan includes SMS alerts. It is a handful of the stalest leads each run, and a lead is named once while it is new and once more if it stalls after contact, to keep it actionable rather than annoying.
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