CUSTOMER FOLLOW-UP

Never lose trackof a customer again.

A follow-up tool for small sales teams. Who to call today, who is overdue, who is going cold, who still owes you, who is worth another try: it is all listed for you.

Get startedSee what it does
Runs in any browser, desktop or phone · Data stored in the cloud
Dashboard: customers due today and overdue

Open it each morning and know exactly what to do

No memory games, no spreadsheets. Four things done well, so no customer slips through.

1

Reminder-driven

Overdue, today and the next three days, grouped. Overdue items stay until you really act on them.

2

From deal to payment

Payment terms are set at closing. See what is owed and how late, until the money is in.

3

Lost deals come back

Seven fixed loss reasons. When the suggested wait is up, you get a nudge to try again.

4

Role-based access

Admins see everything; sales see and edit only their own customers, enforced on the server.

One line, from first call to repeat business

A customer has only four statuses, and every action revolves around them.

  1. 01
    Log follow-ups
    What you talked about, when to call next
  2. 02
    Move the stage
    New or in progress: drag the card
  3. 03
    Close the deal
    Amount and terms go to the payment ledger
  4. 04
    Collect payment
    Record each one; overdue turns red
  5. 05
    Revisit
    Periodic check-ins, with upsells counted
Lost is not goneRecord why it was lost and get reminded when to try again. Revived deals leave the loss total, so the numbers always add up.
REMINDERS

Overdue never quietly disappears

Three groups: overdue, today, next three days. Each shows what you last discussed and what to bring up next.

  • Overdue stays until you log a follow-up or reschedule
  • Tick off today’s calls to hide them for the day
  • Silence alerts rank customers by health score
Overdue never quietly disappears
PAYMENTS

A deal is done when the money is in

Only closed customers, each with contract, received, outstanding and due date. Those who owe come first.

  • Overdue in red, not yet due in green
  • Every payment with date, amount and method
  • Totals for outstanding and overdue at the top
A deal is done when the money is in
LOST DEALS

Know where and how much you lost

Seven fixed reasons, ranked by amount. Reasons worth a second try are flagged once the wait is over.

  • Budget 90 days, on hold 45, unreachable 14
  • Reviving does four things in one step
  • Row totals always equal the headline figure
Know where and how much you lost
Stored in the cloudEvery change saves itself. Switch computers or browsers and nothing is lost.
Permissions on the serverSales can only see and change the customers they own.
30-day restoreThe database can roll back to any point in the last 30 days, and you can export a backup any time.
About security & data →

Bring your customers in today

Create an admin, add your team, and paste your existing customer list straight from Excel.

Get startedUser guide