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Feature · Follow-ups

Every call back, chase and renewal on one list

Give anything a due date and Gather360 brings it back when it matters. Overdue first, then today, then the rest of the week. Nothing lives on a sticky note.

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Gather360 home screen showing two overdue follow-ups and recent activity for a recruitment agency

The short answer

A follow-up in Gather360 is a dated task tied to a client: a call back, an email to chase, a meeting or a renewal. Each has a due date, a priority and the person responsible. The home screen shows what is overdue first, then what is due this week, so nothing slips. Ticking it off records who did it and when.

Why it matters

Most lost work is a follow-up nobody did

The quote that was "just waiting to hear back". The invoice nobody chased. The client whose contract renewed with someone else because you didn't call in March.

Gather360 is built around that list. It opens on what is slipping, not on a wall of charts.

  • Overdue items sit at the top in red until someone deals with them
  • Due today and due this week follow underneath
  • Every follow-up belongs to a client, so the context is one click away
Follow-ups list for an HR consultancy, grouped by overdue and coming up

What each follow-up holds

Enough to act on, nothing you have to fill in for the sake of it.

Due date

When it needs doing. It moves up the list as the day gets closer.

Type

Call, email, meeting or other, so you can batch your calls.

Priority

Low, medium or high. Filter the list to just the high ones when the day gets busy.

Owner

Assign it to anyone on your team, so it is clear whose job it is.

Client

Linked to the client and, if you like, the contact it is about.

Done

Tick it off. Gather360 records who did it and when.

Shared, so holidays and sick days don’t drop the ball

Follow-ups live on the client, not in one person’s inbox. If someone is off, anyone on the team can open the client, read the notes and pick up the chase.

Everyone on the team sees the whole list, with each follow-up showing who owns it. Filter by overdue, today, upcoming or done, or by type and priority.

A construction client record with notes, contacts and follow-ups tabs

How it works day to day

  1. 1

    Add it where you are

    From the client, the follow-ups page or the + Follow-up button on the home screen.

  2. 2

    Open Gather360 in the morning

    The home screen shows what is overdue and what is due this week.

  3. 3

    Do it, note it, tick it

    Add a note about what happened, tick it off, and set the next one if there is one.

Try it on your own chase list

Add your ten most important clients and the next thing you owe each of them. It takes about ten minutes.

30-day free trial · no card · £12.99 + VAT per person a month after

Questions people ask

Does Gather360 send reminder emails?

Not at the moment. Follow-ups show on your home screen and follow-ups list when they are due. Most people keep Gather360 open in a browser tab.

Can I assign a follow-up to someone else?

Yes. Pick anyone on your team. Each follow-up shows who owns it, and everyone can see the whole team’s list.

Does it sync with Outlook or Google Calendar?

No. Gather360 keeps follow-ups inside the CRM, against the client they belong to. There is no calendar sync.

Is there a limit on follow-ups?

No. Follow-ups, clients, contacts, notes and documents are unlimited on every seat.

How much does it cost?

£12.99 + VAT per user a month, or £129.90 + VAT a year. Every feature is included and there is a 30-day free trial with no card.

See if it fits in ten minutes

Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.

30-day free trial · no card · £12.99 + VAT per person a month after