Every opportunity carries one clear next step, so no deal goes quiet.
Every open opportunity in Hey Customer carries a next step at the top of the record: what happens next, who owns it, and when it's due.
Pick a type — call, text, email, meeting, in person — give it a title and a date, and it sits there until it's done. Finish it and it writes itself into the activity timeline as a logged call or a logged meeting, and the slot waits for the next one.
An opportunity can hold several. The block shows the soonest and tucks the rest behind a count.
Your dashboard opens on what you owe somebody today: overdue follow-ups in pink, today's in green, the next working day and everything past it in purple, with the oldest one's age spelled out underneath.
At 8am in your organization's time zone, whoever owns a next step gets one reminder for it — in the app, and by email if they've turned email on. One reminder, on the day, to the person who has to do it. No daily nagging, and never to the whole team.
The pipeline board marks each card overdue or due today, and the opportunity list filters to Needs attention, Past due or due today, or No next step. A standup takes a glance.
A next step lives on the same record as the emails, the meetings, the signed documents, and the support tickets. Whoever picks the deal up sees what was promised and what's due, without asking anyone.
Mark one done and you can backdate it, leave a note on how it went, and book the follow-up in the same breath — that box is ticked for you, because the step after this one is the whole point.
No separate task app, no sticky notes, no third subscription. It's included for every user at $10.