Follow-up board
See every open follow-up on one shared board.
CRM · Execution
CRM Tasks & Follow-Ups
Once a lead or customer needs a follow-up, Nexora CRM turns it into a task on a shared board — with reminders that go out on their own, so nothing depends on someone remembering.
A follow-up board the whole team can see
Follow-ups sit on a dedicated board, with an agent workload view showing how tasks are distributed across the team — useful for spotting when one person is overloaded while another has room to take on more.
Reminders that go out automatically
Reminder notifications are sent by email and WhatsApp, so a follow-up doesn’t rely on someone checking the CRM at the right moment — the reminder reaches the person who owns the task on its own.
What this covers
Agent workload view
See how follow-up tasks are distributed across the team.
Email reminders
Automatic email reminders for upcoming and overdue follow-ups.
WhatsApp reminders
Reminder notifications also go out over WhatsApp.
This is one part of Nexora CRM
See how it works alongside Leads & Pipeline, or explore the full CRM workspace.