Reminders & Follow-ups

After meeting someone new, Nexus Contacts prompts you to set a follow-up reminder. You can also set reminders from any contact's detail page.

Schedule reminders for days, weeks, or specific dates. Add a note about what to say or follow up on.

All your pending reminders appear on the dashboard and in the reminders list. See who you need to reach out to and when.

Record who introduced you to whom. Track referrals in either direction — "someone introduced me" or "I made an introduction."

Add context about why you were introduced, tag the opportunity type, and capture a photo to remember the moment.