Every missed callback is a deal lost to a competitor. SigmaDSA auto-schedules follow-ups, sends WhatsApp reminders to your team, and escalates overdue callbacks — so no lead ever falls through the cracks.
When a lead is assigned or a file stage changes, the system automatically creates a callback task for the right team member. No manual scheduling needed. The callback includes customer details, context from the last interaction, and a suggested talking point.
Your team gets reminders 30 minutes before every scheduled callback — both in the app dashboard and on WhatsApp. No more forgetting to call a customer. The reminder includes the customer name, phone number, loan type, and last interaction summary.
If a callback is missed or overdue, the system escalates it — first to the team member, then to their manager. Overdue callbacks are highlighted on the dashboard and in reports. You'll always know when a lead is being neglected.
Track callback completion rates by team member, time-of-day effectiveness, and conversion rates from callbacks. Identify who's following up consistently and who needs coaching. The Callback Report shows completed vs. missed vs. rescheduled callbacks with date range filters.
Every callback — scheduled, completed, missed, or rescheduled — is logged in the lead/file's activity timeline. Include call notes, duration, and outcome (Interested, Not Interested, Call Back Later, No Answer). Your team always knows when the last call happened and what was discussed.
