APPITEKT · Client Follow-Up
Recall
remember who needs to come back
Keep track of the clients who are due for their next visit, see who needs to be contacted today and send personalized email reminders in just a few clicks.
Features
Everything you need to stay on top of follow-up
Recall turns recurring client follow-up into a simple daily workflow. Add your clients, define when they should be contacted and let the system keep track of the rest.
Know who to contact
Daily Recall Dashboard
Start each day with a clear list of the clients who are due for a follow-up. See who is due today, who is overdue and exactly how long they have been waiting.
Set it once
Flexible Recall Periods
Tell Recall when each client should be contacted again — 30 days, 3 months, 6 months, 1 year or a custom interval. The next recall date is calculated automatically.
Client communication
One-Click Email Reminders
Select the clients who need a reminder and send their personalized emails in one action. No copying addresses, no spreadsheets and no repetitive manual messages.
Your business, your voice
Personalized Messages
Create the email subject and message your clients receive. Add your business name, signature and personalized client information while keeping the communication professional.
Everything in one place
Client History
Keep client contact details, notes, recall intervals and communication history together. See when a client was last contacted and keep the follow-up process organized.
Complete visibility
Email History
Every reminder is recorded. Review who received an email, when it was sent and whether the delivery process succeeded or failed.
How it works
From client list to reminder in minutes
Recall is deliberately simple. There is no complicated CRM workflow to learn and no spreadsheet to maintain. The system tells you who needs attention and gives you the tools to act.
Never lose track
Stop relying on memory
Clients who need periodic follow-ups can easily disappear into a notebook, spreadsheet or calendar. Recall keeps their next contact date attached to their profile and brings it back to your attention when the time comes.
A few clicks every day
Turn follow-up into a routine
Open your daily recalls, select the clients you want to contact and send their reminders. What used to be a repetitive administrative task becomes a simple daily workflow.
The workflow
Four simple steps
01
Add your clients
Add their name, phone, email, notes and the information you need to manage their follow-up.
02
Set the recall period
Choose how often the client should be contacted again. Recall automatically calculates the next recall date.
03
Check today's recalls
Your dashboard shows the clients who are due today, including overdue recalls that still need attention.
04
Send the reminders
Select the clients you want to contact and send personalized emails with one click.
For doctors & clinics
- Keep track of patients who should return for follow-up
- See today’s recalls and overdue clients at a glance
- Send professional reminders without manual email work
- Keep client notes and communication history together
For dentists & recurring services
- Set different recall periods for different clients
- Stay on top of periodic check-ups and recurring visits
- Use your own business name and communication style
- Turn occasional follow-up into a consistent workflow
Start with Recall
Give Recall 14 days. See the difference.
Create your account, add your clients and start organizing your follow-up workflow. Your first 14 days are free.
Start your free trial14-day trial · No credit card required