Every contact you receive can be followed through to the end: a status, a star for the most important ones and, with Pro, a follow-up date and reminders. The aim: never lose track of someone you met.
Statuses and ⭐ Important (all plans)
On the Contacts page, choose each contact’s status: New, To contact, Awaiting reply, To follow up, Client / done or Nothing to do. The ⭐ Important star highlights the contacts that matter most. The page filters find each group in one click. Included from the Starter plan.
Follow-up date (Pro)
- Set the date in one tap: +3 days, +1 week, +1 month, or the date of your choice.
- A date moves the contact to To follow up; changing its status removes the date.
- The Follow up button opens a pre-filled follow-up message (email or WhatsApp).
“To do today” (Pro)
The dashboard home shows the follow-ups due today or overdue, and the new contacts still to sort. Each follow-up can be marked Done or pushed back by 3 days.
Meeting anniversaries (Pro)
One year (or several years) after you met a contact marked ⭐ Important, VisitCard reminds you in “To do today”, with a short ready-made message. One reminder per contact per year; Dismiss removes it.
Follow-up summary by email (Pro)
On weekdays, from 7 am, an email lists the follow-ups due and the meeting anniversaries, only when there are any. You can turn it off in Settings → Follow-up summary by email.
Team members: each person follows the contacts of their own card. See also the automatic thank-you email and the “Your VisitCard week” email.