Tuling Admission CRM module

Calls and Follow-Ups

Log every call with its outcome and schedule the next step, so follow-up lives on the lead, not in a notebook.

About this module

A follow-up that lives in someone’s head or phone is a lead you might lose. Logging the call and the next step on the lead keeps the whole team in the same story.

Capabilities

  • Call log with outcome

    Counsellors record what happened on each call, with notes that stay on the lead.

  • Follow-up tasks

    Set a due date and priority for the next step, and see what is overdue.

  • Real-time notifications

    The team is told when something needs attention, without refreshing a list.

  • Team view

    Team leads see open and overdue tasks by counsellor.

FAQ

Frequently asked questions