Calls, messages & emails
Three simple task types that cover how your team actually talks to students and parents.
Follow-ups & Tasks For counsellors
Enquiry follow-up software that turns interest into admissions
Log every call, message and email against the right enquiry, record what happened and schedule the next step — so no prospective student goes cold.
Due today63 calls · 2 messages · 1 email
Done today14+4 vs yesterday
Overdue2Oldest: 1 day
Visits booked5This week
LeadCourseTypeLast outcomeDue
Aarav MehtaCAT 2027CallAsked for fee breakup11:30
Sana KhanIELTSMessageWants weekend batch13:00
Kabir RaoJEE Found.EmailBrochure requested16:15
Isha NairNEETCallNo answerOverdue
Outcome on every task
Record what happened — interested, call back, visit booked or not reachable.
Next step, scheduled
Set the next follow-up date and time while you log the current one.
Full activity timeline
Anyone opening the enquiry sees every conversation and promise made.
Log Under 10 seconds
Log an interaction and plan the next one together
Pick the type, choose an outcome, add a note and set the next follow-up. Klass360 links it to the lead and enquiry automatically.
- Task type: Call, Message or Email
- Outcome and notes on every task
- Next follow-up date, time and owner
History Activity timeline
Every conversation in one place, for the whole team
When a counsellor is on leave or an enquiry changes hands, the timeline shows exactly where things stand — from the first walk-in to the admission.
- Chronological timeline on each lead
- Who did what, and when
- Admission and stage changes included
Views Right view for each role
Built for counsellors, admins and management
Counsellor My day
Start every morning knowing who to call
Each counsellor sees their own follow-ups for today, what is overdue and what was promised last time — before they pick up the phone.
- Today and overdue lists
- Last outcome shown next to each task
- One tap to log the next interaction
Branch admin Team view
See which follow-ups are slipping, by counsellor
Branch admins get a live view of every counsellor's workload and overdue tasks, so enquiries can be reassigned before they go cold.
- Tasks due and done per counsellor
- Overdue follow-ups highlighted
- Reassign or share an enquiry in a click
Management Outcomes
Understand why enquiries convert — or don't
Because every task has an outcome, management can see what is really happening in conversations: interest, objections, visits and losses.
- Outcomes grouped across all tasks
- Spot common objections like fees or timing
- Connects to loss reasons on closed enquiries
Included Everything in follow-ups
All the tools to keep enquiries moving
Today & overdue lists
A focused list for each counsellor, with overdue tasks always on top.
Assignment & sharing
Assign enquiries to an owner and share them with a counsellor when needed.
Outcome tracking
Standard outcomes make conversations measurable across the team.
Linked to enquiries
Every task belongs to a lead and an enquiry — nothing floats around.
Activity timeline
A complete, time-stamped record of every interaction.
Team visibility
Branch admins see every counsellor's due and overdue follow-ups.
FAQs Asked questions
Follow-ups & tasks: common questions
1. What kinds of follow-ups can I log in Klass360?
Every interaction is logged as a task — a Call, a Message or an Email — against the lead or enquiry it belongs to, with the outcome and any notes.
2. Can I schedule the next follow-up while logging a call?
Yes. When you record an outcome you can set the next follow-up date and time, so the task appears in the right person's list on that day.
3. Can managers see follow-ups across the team?
Yes. Branch admins and management can see tasks by counsellor, including what is due today and what is overdue.
4. Is the full conversation history saved?
Yes. Every task appears on the lead's activity timeline, so anyone who picks up the enquiry can see what was said and promised.
Free trial Try it for 7 days
Help your counsellors follow up on every enquiry
Prefer to talk? Call +91 73594 26596 or email hello@klass360.com