Follow-Ups Inbox, WhatsApp Pitch & 1-Click Member Conversion
The CRM Follow-Ups Inbox tells your front desk team exactly which prospective members to call or message each morning to maximize new admissions.
Step 1: Daily Follow-Ups Inbox (Today Due & Overdue Calls)
Open CRM & Inquiries -> Follow-Ups Inbox. Review prospects sorted by urgency: Today's Scheduled Calls and Overdue Follow-Ups. After speaking with a lead, click Log Call Note to record their response (e.g. *"Will join after salary on the 1st"*).
Step 2: 1-Click Lead Conversion to Active Member
When a prospect agrees to join, avoid re-typing their details. Click the Convert to Member ⚡ button directly from their CRM record. All demographic details, mobile number, and initial preferences populate directly into the official Admission Form!