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Follow-up & retention

Customers come back, because you remembered them

Follow-up reminders make sure no prospect is forgotten. After an order is completed, an automatic follow-up checks in with the customer, and recurring messages remind them of scheduled servicing or birthdays. In the Conex app, customers also get reminders from My Assets and recurring orders.

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Real challenges

What often happens without a system

One-time customers

Customers never come back after their first purchase.

Forgotten maintenance schedules

Customers forget their regular servicing until something goes wrong.

Inconsistent follow-ups

Follow-ups depend on each staff member's memory.

Before vs after

What changes with Conex Bisnis

Before With Conex Bisnis
Staff keep prospects in their heads.Follow-up reminders are set right from the chat.
Thank-you messages are sent when there's time.Automatic follow-ups after an order is completed, stopping when the customer replies (Pro).
There are no service reminders.Recurring messages for scheduled servicing, repurchases, birthdays, and holidays (Pro).
The same promo for everyone.Vouchers just for returning or loyal customers.

Solutions

Mapped to Conex features

Follow-up reminders

Schedule follow-ups from inside the chat, with a notification when it's time.

Omnichannel

Automatic follow-ups

Triggered by a completed order, a label, or a deal stage (Pro).

Opt-in WhatsApp broadcasts & promos

Recurring messages

Birthdays, scheduled servicing, repurchases, and holidays (Pro).

Opt-in WhatsApp broadcasts & promos

Returning-customer vouchers

Discounts and vouchers for returning customers, loyal customers, followers, or specific labels.

Catalog & ordering options

My Assets on the customer side

Customers get maintenance reminders and can request a quote right away.

My Assets & reminders

Reviews & followers

Happy customers leave reviews and follow your business.

Get found by buyers

Sample flow

From the first chat to completion

Illustrated flow with sample data.

  1. 1

    Order completed

  2. 2

    An automatic follow-up asks about satisfaction (Pro)

  3. 3

    The customer leaves a review and follows the business

  4. 4

    A recurring message reminds them of their next service (Pro)

Conex Bisnis sales pipeline board with deal stages
Sample screen with illustrative data.

Get started in 15 minutes

Setup checklist

Real steps in the business.conex.chat dashboard.

  1. Register at business.conex.chat with your WhatsApp number, choose your business category, then fill in the name, address, and map pin.
  2. Open Integrasi › Kanal chat (Integrations › Chat channels), choose WhatsApp, then scan the QR code from your phone or enter the 8-letter code.
  3. Import your existing contacts from a CSV file in the Kontak (Contacts) menu, then label them.
  4. Create a discount or voucher in the Diskon & Promo (Discounts & Promos) menu and choose who it targets.
  5. Pro send "Minta persetujuan" (Request consent) to your contacts, then create your first broadcast in the Broadcast menu.
  6. Pro create automatic follow-ups for completed orders in the Broadcast menu.

Features by plan

What you get on Free and Pro

No quota numbers here; each plan's quota is shown in the Paket & Kuota (Plans & Quotas) menu.

Free No time limit

Pro Everything in Free, plus

Pro Rp149.000/month or Rp1.490.000/year. Compare plans

Good to know

  • Mass sendingBroadcasts over a QR-linked WhatsApp number go out gradually, with pauses and a daily limit, to keep the number safe. For high volumes, the official WhatsApp API is coming soon.
  • MembershipsThere's no membership or customer subscription feature yet. You can record member status using labels and custom contact fields.

FAQ

Customer follow-up & retention FAQ

What's the difference between automatic follow-ups and recurring messages?

Automatic follow-ups are triggered by an event, such as a completed order, and stop when the customer replies. Recurring messages are sent on a schedule, such as every birthday or every service interval.

Do these features require the Pro plan?

Automatic follow-ups and recurring messages are on Pro. Follow-up reminders in chat, vouchers, Status, and reviews are available on every plan.

Is there a points or membership program?

Not yet. Use targeted vouchers and customer labels.

Related solutions

See it from another angle

Teams

Marketing

Opt-in broadcasts, smart segments, Status, targeted vouchers.

See solution Industries

Auto repair & automotive

Car & motorcycle workshops, car washes, towing, batteries & spare parts.

See solution Industries

Gyms & fitness

Trainer sessions & scheduled classes, with class schedules via Status.

See solution Needs

Opt-in WhatsApp broadcasts & promos

Opt-in, smart segments, scheduling, safe pacing, and reports.

See solution
Related features: Team, contacts & broadcasts Get found by buyers My Assets & reminders

Try Conex Bisnis for customer follow-up & retention

Register for free with your WhatsApp number, then follow the checklist above. Upgrade to Pro anytime.

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