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Skode CRM

Reminders and follow-ups

Never let a profile go quiet — Skode nudges you.

In review3 min · for all roles

These steps were written from the product itself but haven’t been walked through in the live app yet — so a button name may differ. We mark a guide verified only after a person has done every step on the date shown.

The deal you lose is usually the one nobody replied to. Two tools stop that.

A one-off follow-up

On the profile, add a task with a due date — “Call back Thursday”. It shows up in your task list and on the profile.

Org-wide reminder rules

In Settings → Lead reminders, set how long a profile may go quiet before its owner gets nudged.
Open Settings in Skode
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