taskhelm
Overview
Clients
Follow-ups
Activity
Run Follow-up Check
Total Clients
-
Pending Follow-ups
-
Overdue
-
Completed
-
Upcoming Follow-ups
+ New Follow-up
✉
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Recent Activity
📄
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Clients
+ Add Client
👤
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All Follow-ups
All statuses
Pending
Overdue
Completed
Sent
Skipped
+ New Follow-up
🕔
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Activity Log
📄
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Add New Client
Name *
Email
Phone
Company
Status
Lead
Active Client
Inactive
Notes
Cancel
Add Client
Schedule Follow-up
Client *
Select a client...
Type
Quote Sent
Meeting Scheduled
Proposal Sent
Invoice Sent
General
Subject
Due Date *
Notes
Cancel
Schedule
Generated Reminder Email
Close