How to Set Up Follow-Up Reminders
Never let a relationship go cold again
The follow-up is where relationships are built and deals are closed. NexaLink CRM helps you set manual reminders and uses AI to suggest the best time to reach out so you never miss a follow-up again.
Before You Start
- NexaLink CRM account
- Contact saved in CRM
Step-by-Step Guide
Open the Contact Profile
Navigate to the contact you want to follow up with in your CRM.
Tap Set Reminder
Tap the bell icon or the Set Follow-Up button on the contact profile.
Choose Your Timing
Select a preset (tomorrow, next week, next month) or pick a custom date and time.
Add Context Notes
Write a note about what to follow up about so you remember the context.
Enable AI Suggestions
Turn on AI-powered follow-up suggestions to get automatic reminders for all your contacts.
Why This Matters
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
Pro Tips
Expert advice to get the most out of this workflow
Related Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Try It?
Follow this guide and set follow-up reminders in just 30 seconds per reminder.
