Feature 02 · Follow up
Reminders & task automation
The deal that slips is usually the one nobody remembered to follow up. Automated nudges keep every open deal moving — even when the team is out in the field.
0 leads fall through the cracks when rules are set
Replaces: personal phone reminders, sticky notes, Sunday-night panic
How it works
Four steps from chaos to clarity
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Set stage-level follow-up rules
If no activity in 3 days after a quote is sent, trigger a task automatically — no manual setup per deal.
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Tasks go to the deal owner
Not a shared inbox or group chat. The right person gets the nudge for the right deal.
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Founders get a digest, not a flood
One overdue summary instead of individual pings for every cold deal. Stay informed without micromanaging.
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Reps see their task list first
No digging through notifications. Today's follow-ups are front and centre when they open the app.
The difference
Before and after HokaCRM
Without HokaCRM
- Quote sent, deal forgotten — prospect goes with whoever followed up first
- Founder spending Monday morning chasing reps for status
- Site visits logged, next step never set
- Hot leads going cold over a long weekend with no automatic nudge
With HokaCRM
- Every deal has an automatic next-step rule — no manual memory required
- Overdue digest for founders, task list for reps
- Next step created automatically after every stage change
- Deals stay warm automatically — even when the team is off
Works best with
Pair it with these features
Used across industries
See it in your context
Know where your business is headed.
Start free with your team. No credit card. Onboard in under 10 minutes.