Customer Follow-up
Manage upcoming customer follow-ups and maintain strong customer relationships.
Total Customers
13
with follow-up records
Today's Follow-ups
1
due today
Upcoming Follow-ups
7
scheduled ahead
Overdue Follow-ups
4
needs attention
Completed Follow-ups
1
this period
Follow-up Registry
13 records · as of 2026-08-10
| Customer | Phone Number | Contact Person | Sales Executive | Join Date | Follow-up Date | Reminder | Status | Priority | Action |
|---|---|---|---|---|---|---|---|---|---|
| Metro Pharma Distributors | +91 94440 55667 | Dr. Shankar | Suresh B. | 05 Nov 2023 | 21 Jul 2026 | Overdue by 20 Days | Missed | High | |
| Royal Catering Services | +91 98765 43210 | Arun Kumar | Selvi M. | 10 Feb 2025 | 27 Jul 2026 | Completed | Completed | Low | |
| Senthil Books | +91 94422 88990 | Senthil Kumar | Prabhu S. | 14 Jun 2023 | 05 Aug 2026 | Overdue by 5 Days | Overdue | High | |
| Sri Lakshmi Stationers | +91 98421 45678 | R. Murugesan | Karthik R. | 15 Mar 2019 | 07 Aug 2026 | Overdue by 3 Days | Overdue | High | |
| Green Valley School | +91 98430 11223 | Principal Rajan | Karthik R. | 20 Jan 2024 | 09 Aug 2026 | Overdue by 1 Day | Overdue | Medium | |
| Bharath Books | +91 94433 22110 | K. Bharath | Selvi M. | 22 Jul 2020 | 10 Aug 2026 | Today | Today | Urgent | |
| Murugan Traders | +91 98652 77890 | S. Murugan | Suresh B. | 08 Nov 2018 | 11 Aug 2026 | Tomorrow | Upcoming | Medium | |
| Kumaran Silks | +91 98400 11223 | V. Kumaran | Meena I. | 30 May 2017 | 12 Aug 2026 | In 2 Days | Upcoming | Low | |
| PSG Stationery | +91 422 257 4400 | Dr. Natarajan | Prabhu S. | 12 Jan 2016 | 15 Aug 2026 | In 5 Days | Upcoming | High | |
| Anjali Textiles | +91 97877 66554 | Anjali Devi | Karthik R. | 03 Sep 2021 | 18 Aug 2026 | In 8 Days | Upcoming | Medium | |
| Velavan Hyper | +91 94431 00987 | Velavan S. | Selvi M. | 18 Apr 2022 | 19 Aug 2026 | In 9 Days | Upcoming | Medium | |
| Saravana Stores | +91 44 2434 5678 | Procurement Desk | Suresh B. | 25 Aug 2015 | 20 Aug 2026 | In 10 Days | Upcoming | Urgent | |
| Vasanth & Co | +91 98410 55667 | G. Vasanth | Meena I. | 01 Dec 2020 | 25 Aug 2026 | In 15 Days | Upcoming | Low |
Follow-up Timeline
Grouped by urgency
🔴Overdue(3)
🟠Today(1)
🟡Tomorrow(1)
🟢Upcoming(6)
Sri Lakshmi Stationers
CUST-021 · R. Murugesan