Automated Tickler Reminders are Key
The automatic follow up with people after a lapse in communication – aka a tickler file – is a killer feature.
It gets even harder when something as “intimate” as text messaging is missed by these systems.
No, Capsule doesn’t do this. There are ways to create follow up lists – eg a filter of all cases that haven’t been updated in 30 days.
Nimble does this and captures social messaging as well.
Contactually is a good product. $40 per month is not expensive if you make just one sale per month.