Follow up reminder app that turns every promised callback into a ringing alarm

Weo Dialer is a follow up reminder app made for sales calls rather than for to-do lists. The reminder is set on the screen that opens when a call ends, next to the lead’s status and remark, so the callback is booked before the caller has moved on. Nine one-tap presets cover most promises: 5 minutes, 15 minutes, 30 minutes, 1 hour, 3 hours, tomorrow, 1 week, 1 month, or a custom date and time. At that minute the phone rings like an alarm, even when it is locked or has been restarted in between, and the screen shows who to call and what was said last time. From the reminder itself the caller can call back, read the history, add a remark or move the follow-up to another time. A follow-up can repeat daily, weekly, monthly, yearly or every few days, and can carry a WhatsApp message that is sent when it fires. Weo Dialer is a calling CRM app by Weomate for Android and iPhone.

Follow up reminder app features

Follow up reminder setup

The reminder needs Weo Dialer to be the phone’s dialer and to have permission to ring. The app’s guided setup asks for these the first time it opens.

1. Set Weo Dialer as the default phone app. Calls, contacts and call history keep working as before; see dialer app for business, or the Settings route in how to change default dialer android.
2. Allow notifications and alarms when the guided setup asks. Without the alarm permission, a reminder cannot ring at its exact minute.
3. Make or take a call. When it ends, the after-call sheet opens on its own.
4. Pick the status, type a remark and tap a follow-up time. Status, remark and follow-up are saved together in two taps.
5. Add a repeat or a WhatsApp message if this callback needs one.
6. Answer the ring. At the set time, tap Call back on the reminder. When that call ends, the sheet opens again for the next step.

Follow up reminder app for sales teams

The example below is an illustration with round numbers, not a customer result.

Take a coaching institute in Jaipur with 3 admission counsellors (the full admission setup is on the CRM for coaching institutes page). Each counsellor talks to about 40 parents a day from website forms and walk-in enquiries, and about a quarter of those calls end with “call me after 5” or “call me after the results”. That is roughly 10 promised callbacks per counsellor per day, or 30 for the institute.

In a notebook those 30 promises compete with the next 40 calls. In Weo Dialer each one is set on the after-call sheet in the same two taps that save the remark, so the promise exists the moment the call ends. At 5:00 pm the phone rings with the parent’s name and the remark “share weekend batch fees first”. The fee structure template goes out on WhatsApp as the reminder fires, so the parent has it open by the time the counsellor calls.

Next morning the head counsellor opens the Reminders tab, filters by today, and starts one session that dials every due follow-up in turn. Callbacks that are not answered go back into the queue with the redial rules the institute has set. Parents who ask to be called after the results get a follow-up a month out instead of being forgotten. Which days to set for leads who give no date of their own is covered in sales follow up schedule, and the follow up schedule template turns those days into calendar dates. How a whole calling team shares this kind of queue is explained on the CRM for telecallers page.

Follow up reminder app vs phone alarms and to-do apps

Most people start with what is already on the phone. Each option works for a while, then breaks in a specific way:

• The phone’s alarm clock rings on time but knows nothing about the customer. The caller still has to find the number and the last note.
• Calendar and to-do apps keep the date but sit in a separate app. The task has to be typed after the call, which is exactly when the next call is ringing.
• Email follow-up tools are built for inboxes. They remind you about a mail thread, not a phone call.
• A plain auto dialer gets through the list quickly but leaves no callback behind, and that gap is a common reason to replace a dial-only calling app.
• Weo Dialer sets the follow-up on the call screen itself, rings with the lead’s record, and files what happened on the callback in the same lead management app that holds the rest of that customer’s history.

Follow up reminder with WhatsApp

A follow-up can carry a WhatsApp message that is sent at the moment it fires. The message can be the default message, an approved WhatsApp template, or text written for that customer. Each automatic trigger has its own send mode: send in the background through the WhatsApp Business API, or open WhatsApp with the message ready so a person taps send.

Automatic messages, including the auto WhatsApp message after a call, follow the same safety settings across the app: quiet hours, a cooldown per number, an ask-before-send mode and a list of excluded contacts. Every automatic message is logged as sent, skipped or failed, with the reason. Replies from customers land in the WhatsApp CRM inbox beside their call history.

Follow up reminder for renewals and repeat payments

Some follow-ups are not one-off callbacks. For a paid client, Weo Dialer keeps the package and its end date, filters clients expiring today and in the next 7 days, and reminds you before the expiry. Renew extends the package from its current end date, so early renewals do not lose days; packages and expiry filters are explained on the renewal reminders for paid clients page. For fixed schedules, such as a monthly EMI reminder, a yearly policy review or a car’s service call every 180 days (see CRM for car dealers), a repeating follow-up with an end date does the same job without being set again each time. Gym memberships work the same way, as described in CRM for gyms. Owners who run contracts and packages will find the money side on the CRM for small business page, and agents with policy renewals on the CRM for insurance agents page.

Follow up reminder app limits

Weo Dialer is the wrong tool in these cases:

• Email follow-ups. Reminders here lead to calls and WhatsApp messages. The app does not send emails.
• Personal to-do lists. Every follow-up belongs to a lead or a client. For shopping lists and personal tasks, a to-do app is simpler.
• Phones with the alarm permission switched off. A reminder cannot ring at its exact minute without it. The guided setup asks for it, and it can be turned back on in the phone’s settings.
• iPhone. The alarm-style behaviour described on this page is the Android app’s. Ask on WhatsApp how follow-ups work on iPhone before you plan your team around it.

Follow up reminder app FAQ