Use case
Follow-ups that actually happen
The follow-up you meant to make on Thursday is the one the other side has already stopped waiting for. Call them back Thursday was written in a notebook, typed into the CRM as a task, and held in your head — and Thursday went past inside three meetings.
Where a follow-up dies
Rarely at the point of forgetting. Almost always at the point of remembering while you are unable to act.
Written in three places, owned by none
The notebook, the CRM task and your memory all have it. Three records, no delivery. None of them will interrupt you at 14:00 on Thursday, which is the only thing that would have worked.
The CRM reminder you stopped seeing
It is a line item on a dashboard you open in the morning. By the afternoon it is a tab behind two others, and the task list has the same fourteen overdue rows it had yesterday.
The prompt without the context
Follow up: Acme fires and you have no idea what you promised. The context is in an email thread, a note and a conversation, and reconstructing it costs more than the call.
Back-to-back days
Three meetings in a row, and every notification from the first two arrives during the third. You clear them in one gesture on the way to the fourth.
A callback reminder should arrive with the number on it
A Call reminder in Timelee is set against a contact rather than being a to-do that happens to mention a person. When it fires, the number is there, and the gap between the prompt and the dial is one tap.
Put the context in the note on the reminder, or open its rich detail page for something longer — formatted text, tables and checklists, autosaving as you write. The reminder rings; the detail is what you read while it is ringing.
Record a voice note instead when typing is slower than talking. That is the difference between call the surveyor and 30 seconds of what you actually need to ask them.
- The contact's number travels with the reminder
- A short note, or a full detail page for anything that needs one
- One voice clip per reminder, recorded on the phone or in the browser
Decide per follow-up how hard it should be to miss
Most of a pipeline does not need escalating. The two or three deals a week where timing is the whole game do.
- notif_type 1
Regular
A full-screen alarm. Correct for the routine touch, the check-in, the thing that can move a day without cost.
- notif_type 2
App Call
The phone rings full screen inside Timelee. You read a ringing screen before you dismiss it, which is a different gesture from clearing a banner between meetings.
- notif_type 3Recommended
Important
Alarm first, then the app call if you did not acknowledge it. Two attempts, no credits spent. A sensible default for anything with a named time promised to a buyer.
- notif_type 4Premium · uses credits
Phone Call Only
A real call from Timelee's servers to a verified number. Useful when you are on the road, between sites, with the handset in a jacket and your day running on a hands-free.
- notif_type 5Premium · uses credits
Critical
Alarm, then in-app call, then a phone call 10 min later if missed. Keep it for the renewal date, the tender deadline, the call the deal turns on.
The rest of what a pipeline needs
None of this replaces a CRM. It is the delivery layer the CRM does not have.
Assign it and see whether it was taken
Share a reminder with a colleague or assign it to a team member. It arrives on their phone and they accept or decline, so assigned and acknowledged stop being the same word.
A tag per account or per quarter
Tags cut across categories, so one reminder can be both a named account and this quarter's push. Filter to one and you have the whole slice.
A priority view, not a flat queue
Four levels, and a second view that regroups the same list into First, Then and Later. Friday's promises sort above Friday's admin.
Cadences that match the account
Seven per-day toggles and repeat ends, so a monthly check-in stops after the contract renews rather than continuing into next year.
What you actually did last week
Completed reminders stay in History. Useful on a Monday when somebody asks which of last week's follow-ups were made.
Your diary next to your follow-ups
Connect a Google account and your events appear next to your reminders, so you can see what the day already contains before promising an hour of it. Timelee reads your calendar and does not write to it.
A CRM records the commitment. It does not make your phone ring at the moment you promised.
That is the gap this covers. Keep the pipeline where it is and give the six commitments a week that genuinely cannot slip a delivery method that interrupts.
Timelee will not ring a prospect for you
Reminder calls only go to numbers whose owner has verified them with a one-time code, which means your own number, a colleague's, or anyone else who has agreed and confirmed. This is not an outbound dialler and it cannot be used as one. The call reminds you to make the call.
Put this week's six promises somewhere that rings
Set them against the contact, with the number and a line of context, and raise the two that matter to Important.
Keep reading
- Call remindersSet against a contact, with the number ready.
- Shared remindersAccepted and declined, recorded.
- Phone call remindersReaches you on the road with the handset in a pocket.
- Reminders for recruitersCandidate chase-ups and the Friday you promised.
- Reminder prioritiesFirst, Then and Later, from the same list.
- How to remember to call people backThe callback you meant to make and didn't.