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Never leave a client without news again
Lyane creates tasks at the right time, reminds you who to follow up with and keeps track of clients after signing: new quote, renewal, check-in.
Follow-ups that create themselves
No reply for 7 days? A follow-up task appears, assigned to the right person.
Follow-up after the sale
Renewals, new quotes, regular check-ins: the relationship goes on after signing.
A clear list every morning
Overdue, today, upcoming: everyone knows where to start.
What you can do
Tasks linked to a client, a contact or an opportunity Follow-up rules by status Email reminders and notifications Team view and personal view Suggestions from Lyane based on your activity
Frequently asked questions
Can the follow-up delay be adjusted?
Yes, by status and by group: 3 days for a quote, 30 days for an active client, for example.
Do tasks show up in my calendar?
Yes, dated tasks appear in Google Calendar or Outlook if you connect your account.