Call List is a reminder set to call up your customers or leads at regular intervals. It is a significant follow-up tool for your sales team.

If the contact list is long, it is tough for a salesperson to remember which customer or lead to call and when to call. And missing a single call may lead to a loss of revenue.

OfficeClip Call list software will make connecting with current and potential customers easy. The salesperson need not worry about remembering to do a follow-up call once they create a call list for contacts and leads.

How will OfficeClip Call List help in follow-ups?

Create weekly call list

creating weekly follow up list

With weekly call list, set up the week duration and date.

Custom Call list

creating custom follow up list for leads

Move the sales lifecycle forward by setting follow-ups using custom dates.

View Call list and Manage Communication

view follow up list

Take a glance at daily and future call list. Also within the overview of call list you can:

  • View contact details
  • Add notes for the contact
  • Create events and tasks
  • View Contact history
  • Keep track of all the communication with Call log
  • Compose an email
  • Remove contact from the call list

Automate your tasks

automated workflow

Eliminate your manual tasks and automate follow-up once your contact or lead is entered into the system by setting a call list in rules.

Once these workflow rules are set up, you need not worry about follow-up reminders. Instead, it will start showing in your Call list.

Importance of Call List for follow-ups:

  • Follow-up for sales and service
  • Keeping in touch with prospects
  • Resolving customer queries
  • Reminder for payments
  • Renewal of contracts
  • For surveys/feedback
  • Discussion about ongoing projects
  • Informing about new enhancements
  • Know their preferences better
  • Will help boost sales

No matter how many people visit your sites or email you, conversion is not easy unless you make timely follow-ups.

It takes nearly 7-8 calls till you see a conversion. Therefore, maintaining a regular schedule and consistent communication helps increase the chances of increasing your customer base.

increase customer retention with follow-up
  • 80% of sales require at least five follow-up calls.
  • 60% of customers say No four times before saying Yes.
  • 50% of sales happen after the 5th call.
  • 42% of sales reps say they don’t have enough information before making a call.

Why is Follow-up important?

  • For Businesses

    1. Regular follow-ups slowly help build relationship with new customers or prospects.
    2. Diligent Follow-up shows your concern towards the customer.
    3. It will streamline your work process and decide on further actions.
  • With Leads

    1. Consistent follow-up makes the prospects feel valued.
    2. Follow-up will answer all the concerns about the product.
    3. Convince the leads how your product will be the best fit and about providing the best customer service.
  • For Sales

    1. It will help to resolve all the customers’ doubts.
    2. Getting in touch frequently positively impacts the person's decision-making process.
    3. It may also lead to more referrals.
    4. Connecting with your customer will help build trust, boost sales, and increase customer retention.

Manage your business activities with CRM

Enhance relationship with your leads and customers with consistent communication.

Tips to follow while making a follow-up:

  • Maintain a database of your prospective customers with all their information and requirements.
  • While communicating with your leads or prospects, ask for a convenient date and time to schedule the next call. Otherwise, missed calls or messages going to voice mail will create a gap in conversation, and the buyers may lose interest.
  • Create a schedule.
  • Always call on time and never miss the given time slot.
  • Be prepared with the information about your customers and provide clear answers.
  • Send a follow-up email and thank them for giving their time after the call.
  • After every follow-up, update your system with the new call date and time.

How using a Daily Call list will be beneficial for your business?

  • Regularly keeping in touch with your leads, answering their pre-sales queries, sending them campaigns about your ongoing promotions will help to convert your leads to customers.
  • Payment reminders at the end of the month or year will ensure timely recovery of dues.
  • Keeping in touch with your contacts at regular intervals, updating them with the latest information or updating them about their project status will lead to enhanced communication and will depict your professionalism.
  • Connecting with customers will give an insight into what exactly are customer requirements, which will increase the scope of improvements.
  • Finally, follow-up lets your customers know that you care for them. It is more about developing a strong relationship and trust, which encourages them to return to you.


OfficeClip LLC
3301 Buckeye Road, Suite 209
Atlanta, GA 30341

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Tel: +1 770-448-7375


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