Question: Do you know of a tool that can customize follow-up plans and action items for each client to improve timely payments?

If you want a tool to set up follow-up plans and action items for each customer to help ensure timely payments, FlowUp is worth a look. It uses AI to automate and optimize lead follow-ups, including drip campaign management, call tracking and omnichannel communication. It connects to several CRM systems and supports several communication channels, so you can better manage and personalize interactions with customers.

Another tool worth a look is Attention. This AI-powered system is designed to boost sales by automatically updating CRM records, generating forecasts and offering real-time sales coaching. It comes with customizable triggers for follow-up actions, AI-generated emails and real-time analysis of customer feedback, which can help you work more efficiently and convert more prospects.

If you want a more complete system, check out Outreach. This sales execution platform includes tools for deal management, mutual action plans, conversation intelligence and rep coaching. It can help sales reps improve their performance and advance deals by offering customizable profiles, integrating with popular tools like HubSpot and offering enterprise-grade security.

Last, Oliv provides sales AI copilot abilities that include custom action plans for each deal, automated CRM updates and AI deal scorecards. It connects to a variety of tools like Zoom, Google Meet and Salesforce so you can better manage and follow up on customer interactions.