Key Features:

• 📄 Document Tracking: Apply follow-up actions to any document or doctype within ERPNext/Frappe.

• 🔄 Condition-Based Actions: Automate follow-ups based on predefined conditions to ensure timely responses.

• ⏰ Timely Notifications: Receive alerts and notifications for due or overdue follow-up actions.

• 📈 Efficiency Boost: Improve workflow efficiency by ensuring consistent and timely follow-up on critical tasks.

• 💼 Customizable Workflow: Tailor follow-up actions to fit your unique business processes and requirements.

• 🛠️ Seamless Integration: Integrates effortlessly with existing ERPNext/Frappe modules for a cohesive experience.

Benefits:

• ⏳ Time Savings: Reduce manual tracking and administrative overhead by automating follow-up processes.

• ✅ Improved Accuracy: Ensure that follow-ups are completed correctly and on time, reducing errors and missed tasks.

• 📊 Enhanced Efficiency: Streamline workflows and enhance productivity by managing follow-ups more effectively.

• 💡 Better Responsiveness: Increase your team's responsiveness with timely notifications and automated actions.

• 🔍 Increased Transparency: Gain clear visibility into follow-up tasks and their statuses, improving accountability.

How to Use:

1. Installation: Install the "Follow Up" app from the Frappe Marketplace.

2. Configure Follow-Ups: Define the documents or doctypes to apply follow-up actions to.

3. Set Conditions: Establish the conditions under which follow-up actions should be triggered.

4. Customize Actions: Tailor the follow-up actions to align with your specific business needs.

5. Monitor and Respond: Receive and respond to follow-up notifications to ensure timely action on critical tasks.

Who Should Use This App:

• 🏢 Business Managers: Ensure important tasks and deadlines are met without manual tracking.

• 📋 Project Coordinators: Automate follow-up processes to keep projects on track and within scope.

• 📊 Sales and Support Teams: Improve customer satisfaction by ensuring prompt follow-ups on sales and support queries.