Commonly used as a simple CRM solution, set dates in the future and receive custom messages in Slack when that date is reached.
When it comes to CRMs, if you’re like me, you might prefer just using a Google spreadsheet. It’s so simple and customizable compared to many other CRM platforms; however, one crucial feature that nearly all have over GSheets is the ability to notify you when it’s time to follow up with a lead.
With this addon, a customized message will be sent to your Slack team when it’s time to follow up with a lead.
So when it’s time to call John Smith, I would get a message in Slack that says: @aaron: Please follow up with John Smith today at 123-456-7890.