Who this is for
Sales and service teams that lose threads when someone is out, or when a next step lives only in WhatsApp. Managers who need the same board the floor uses.
Follow-ups that do not drop
Caxron is a CRM DGTIA licenses to other companies. Every promised call and visit gets an owner and a due date on that company's desk - not a private chat or a forgotten sheet.
How the desk works
- A follow-up sits on the lead or customer, with a person responsible and a date
- Appointments (visits, callbacks, consults) share the same board so the team sees the day
- Overdue work stays visible instead of disappearing into a personal list
Calendars when you need them
Caxron holds the appointment. People can send those visits to Google Calendar or Outlook when that add-on is on the license. The CRM remains the place the team looks for who owns the next step.
Same core, any sector
Brokerages, clinics, labs, and general desks all start here. Sector pages describe the day; this is the habit underneath:browse solutions.
Common questions
Does every follow-up need an owner?
Yes. A follow-up sits on the lead or customer with a person responsible and a due date.
That is how promised calls stay on the desk when someone is out.
Are appointments in the same CRM as follow-ups?
Yes. Visits, callbacks, and consults share the same board.
Optional Google Calendar and Outlook add-ons send those appointments out; the CRM still shows who owns the next step.
Is this sold as a separate product?
No. Follow-ups and appointments are core CRM on every Caxron plan.
Sector pages describe the day; this is the habit underneath.