Follow-ups
A follow-up reminder CRM: every next step on one Today list.
LotsCRM follow-ups let you schedule the next step on any contact, company or deal and see what is due or overdue in one Today view, from the AI agent you already use, and in the dashboard. LotsCRM does not send reminder emails or messages: follow-ups are tasks that your agent and your dashboard read.
How it works
Ask your agent
- “Remind me to follow up with Priya on Thursday about the proposal.”
- “What follow-ups are due today?”
- “Which deals have no next step? Add a follow-up for each one next week.”
Works in Claude, ChatGPT, Codex, Cursor or any agent that supports remote MCP. The agent reads your CRM briefing first and acts with your role.
Or work in the dashboard
- Open Today: overdue follow-ups and the ones due today are at the top, next to deals that need attention.
- Open Follow-ups for the full list, grouped into Overdue, Today and Upcoming, or show only the ones assigned to you.
- Tick a follow-up when it is done. It moves to Done, and you can reopen or reschedule it.
Your agent for speed, the dashboard for control. Both work on the same records.
The facts
- Every follow-up is linked to a contact, company or deal, so it is never a loose reminder.
- Each one has a due date, an owner and one of 4 priorities: low, normal, high or urgent.
- Today also lists deals that have gone quiet (7 days by default), are closing within 14 days or have no next step.
- LotsCRM never sends emails, messages or reminders. Your agent drafts and sends with the tools you already use, then logs each one here.
- Contacts marked opted out or do not contact are blocked when your agent prepares a follow-up draft.
- 39 CRM tools on the MCP server, including tools to create, list, reschedule and complete follow-ups.
- Unlimited contacts, companies, deals, pipelines and teammates on every plan. You pay per workspace, one per business or client.
- No plan needed: pay as you go at $5.00 per workspace a month from LotsTech Credits, charged daily. Purchased credits never expire.
Prices from the live LotsCRM catalogue. Unlimited is subject to fair use. See pricing for every plan.
Questions
Does LotsCRM send reminder emails or notifications?
No. LotsCRM does not send emails or messages, including reminders. Follow-ups are tasks: they appear in your Today view and in the Follow-ups list, and your agent reads them when you ask "what is due today?".
How do I get reminded, then?
Open Today in the dashboard, or ask your agent each morning what is due. Overdue items are shown first, and the menu shows how many follow-ups are overdue.
Can my AI agent create follow-ups for me?
Yes. Ask in plain words, for example "remind me to call Priya on Thursday". The agent creates a follow-up linked to her record with a due date, and it shows up in your dashboard.
Can I assign follow-ups to teammates?
Yes. Each follow-up has an owner. Teammates are unlimited and free, and anyone can filter the list to the follow-ups assigned to them.