CRM & follow-up

No customer slips through the cracks.

Everyone who calls or writes lands in your CRM with their conversation, their appointments and their stage. Skala reaches out again at the right time, so quotes don’t go cold.

Everything about each customer, in one record.

Calls, messages, appointments, quotes and notes in one place. Anyone on your team knows what was said and what’s next.

  • Contacts created automatically from every conversation
  • Tags and stages to keep your work organized
  • Up to 20 users on Essential, unlimited on Growth
DR

The follow-up you never have time for.

When you move a customer to a new stage, like Quote sent, Skala takes it from there: it follows up if they don’t reply and reminds them of their next appointment.

  • Automatic follow-up messages
  • Reminders for the next service
  • Alerts for your team when a customer replies
  1. Treatment plan sentImplant · via WhatsApp and emailDay 0
  2. “Did you get a chance to look it over?”Sent automaticallyDay 3
  3. Treatment bookedAdded to your calendarDay 6
  4. Follow-up cleaningReminder scheduled6 months

Questions

Questions about the CRM.

Can I import my current customers?

Yes. During setup we import your contact list so everything starts in one place.

How many people on my team can use it?

Essential includes up to 20 users, and Growth includes unlimited users at no extra cost.

Does it connect with my industry’s software?

Skala runs on its own CRM and calendar. Industry-specific records, like patient charts or case files, stay in the system you already use.

Every quote gets an answer.

Skala follows up for you.