Sales & CRM
Follow-ups & activities
Follow-ups & activities — part of Sales CRM.
This page is public — no account required to read features.
Part of Sales CRM
Follow-ups & activities lives inside SerapisERP Sales CRM. Scheduled reminders, kanban activities, and calendar views.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Sales CRM on for orgs that need it — leave it off for everyone else.
Because follow-ups & activities sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Follow-ups & activities
Scheduled reminders, kanban activities, and calendar views.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Sales CRM permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Follow-ups & activities sold separately?
No. Follow-ups & activities is part of Sales CRM. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Follow-ups & activities?
Enable Sales CRM for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Follow-ups & activities share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.