Calls & Follow-ups

Nobody gets forgotten, especially the quiet ones

Every call logs itself against the contact. The follow-up gets scheduled the moment the call ends, and the reminder reaches the rep where they'll see it.

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Calls & Follow-ups
Heigin workspace

This week

146

New records

Automated

82%

Handled by AI

Avg. response

2m 14s

↓ 38%

ItemDetailOwnerStatus
Call and log in one actionSkyline RetailS. RaoDone
Follow-up before you hang upVerde TechA. MehtaDue today
A missed call is a leadOrbit LabsUnassignedOverdue

The problem

The follow-up lives in someone's memory, or a notebook, or a phone reminder that got swiped away at a traffic light. The customer who didn't push is the one who quietly buys somewhere else.

What it does

Call and log in one action

Tap the number in Heigin. The call connects, the log writes itself, and you add a line of context instead of a full entry.

Follow-up before you hang up

End a call and Heigin asks when to come back to it. Two taps and it's scheduled against the deal.

A missed call is a lead

Unanswered numbers become contacts with a task attached, so the enquiry survives the moment nobody could pick up.

Today's call list

Every rep opens the day to an ordered list: who to call, why, and what happened last time.

Reminders where reps are

Nudges arrive on WhatsApp, not buried in an email nobody opens on a shop floor.

Notes worth reading

AI turns a rambling call note into three lines the next person can actually use.

Questions

Answers before you ask

Do I need a special phone system?
Not for basic logging. Full call recording and routing need Telephony: see that page.
Can follow-ups be automatic?
Yes, via Workflows: silent for N days triggers a nudge.
Who sees the notes?
Anyone with access to the contact. Configurable by role.

Ready to close more on WhatsApp?

1,200+ Indian SMBs are already on the Heigin waitlist. Early access rolls out weekly, three seats free when your invite lands.