One of the key functions of any CRM system is ensuring that important leads and customers are contacted at the right intervals. BuddyCRM helps achieve this through its Contact Frequency feature.
Within the Trading Profile of a Lead or Account, there is a Contact Frequency field that allows you to define how often meaningful contact should take place. Available options include:
- N/A (no contact frequency set)
- Weekly
- Monthly
- Bi-Monthly (every two months)
- Quarterly
- Annually
- Bi-Annually (every two years)
BuddyCRM monitors activity against the selected frequency. If a completed Call, Appointment, or Won Opportunity has not been recorded within the required timeframe, the record will appear in the Missed Activities section of the homepage for the assigned Lead or Account owner. The notification will also display the number of days since the last qualifying contact was made.
Users can also view the most recent contact date directly within the Lead or Account record using the Last Contact Date field.
This feature provides a simple but effective way to ensure that key prospects and customers receive the level of engagement they require, helping teams maintain stronger relationships and reduce the risk of opportunities being overlooked.
Top Tip: Consider applying Contact Frequency only to accounts and leads that genuinely require regular follow-up. Using it selectively can help prevent notification fatigue and ensure that alerts remain meaningful and actionable.