Follow-ups
Available in pilotTrack the payments, documents, renewals and quotes you're chasing: who, the next step, and what happened.
The problem it solves
Unpaid invoices, missing client documents, renewals and unanswered quotes get tracked in chats, notebooks and spreadsheets. The next step and the last conversation get lost, and some items slip.
What you can do
- Record who you're chasing, the next action and when it's due
- See what's overdue, what's coming up and what's done, and search by customer
- Log each call or message so anyone in your team can pick it up
- Mark items done with the outcome, and export everything as CSV
What it doesn't do yet
It doesn't send reminders, WhatsApp messages or emails to your customers. You stay in control of every message.
Who it's for
- Trading companies
- Service businesses and clinics
- Contractors and fit-out
- Teams of 1 to 50
What it looks like
Sample data2 overdue and 3 due this week
- Invoice INV-0142 balanceHarbour Freight Services · Call to confirm transfer date7 days overdue
- Trade licence renewalInternal · Collect stamped documents2 days overdue
- Signed tenancy contract copyPalm Dental Clinic · Remind on WhatsAppDue tomorrow
- Quote Q-2031, office fit-outSeven Sands Interiors · Ask about revisionDue in 3 days