During and after
Nothing left without an outcome
Each visit can produce follow-ups — send a document, call back, schedule another meeting. They are assigned, dated and followed to an outcome, with every interaction logged.
What you get
Assigned follow-ups
Every next step has an owner and a due date.
Follow-up types
Call back, send, meet again or other, with the outcome recorded.
Logged interactions
Calls and conversations, inbound or outbound, with their outcome.
Thank-you messages
By email, WhatsApp or SMS after the visit.
Full history
All follow-ups and interactions on the visitor's record.
Alerts
Overdue follow-ups appear in dashboards.
How it works
- The visit ends
The host notes what remains to be done.
- Follow-ups are assigned
To an owner with a due date.
- They are closed
With their outcome, visible in the history.
Frequently asked questions
Are follow-ups reminded?
Due and overdue follow-ups appear in dashboards.
Can an interaction happen without a visit?
Yes, a call or conversation can be logged and linked to the person.
Can we send a thank-you automatically?
Yes, if you turn it on, by email, WhatsApp or SMS.
See it with your own front office in mind
Tell us how you receive visitors today. We reply within one working day, in English or French.