In our firm, follow-ups with customers who have overdue payments are not being done effectively. We are looking for a solution in ERPNext v14 where employees can record updates on each follow-up call or interaction, and where managers or superiors can track these updates. Additionally, we need a way for employees to receive reminders for their next follow-up so that no client is missed. Is there a recommended way to implement this in ERPNext v14?"
Hi,
You can use the CRM module in ERPNext v14 for the same.
Please check this documentation for more details: Introduction to CRM
Regards,
Divyesh Mangroliya