Folow AI

AI that understands your business.

Folow AI is not a separate chatbot sitting beside your CRM. It is built into the forms you create, the enquiry records you work on and the reports you read, using your data, in your language, with your field names.

AI Form Builder·AI Enquiry Assistant·AI Reporting·Summaries·Drafts
AI Form Builder

Describe the form. Folow builds it.

Tell Folow what you need to capture and it generates the fields, labels, options and validation inside the form builder you already use.

No separate assistant, no prompt engineering, just faster setup.

  • Field generation the right fields for the enquiry you described
  • Smart options realistic dropdown values instead of blank boxes
  • Required and optional marked correctly so you stop chasing missing data
  • Workflow link sets the stage, owner and priority the form feeds
  • Editable afterwards AI proposes, your team decides

Apartment EnquiryAI draft
AI Enquiry Assistant

Ask about a customer in plain language.

Open any enquiry and Folow can summarise it, recall what happened last time, or tell you what to do next. It reads the same record your team sees.

Ask Folow AIRajesh Kumar · ENQ-000125
Summarize this enquiry.
Looking for a 2 BHK, budget ₹40–45LPrefers 11th floor, possession by March, loan pre-approved
Two site visits completedPreferred Maple Grove unit on the 11th floor
Asked for 5% discountQuotation revised to v3 · ₹56,75,250 · awaiting response
Next stepFollow up tomorrow at 10:30, and offer revised payment terms
What happened with this customer?
First contacted 2 Sep, 1h 48m after enquiryFour calls and two site visits logged since
Quotation sent 11 Sep, revised twiceRemoved a parking slot, then applied 1% additional discount
No payment yetDeal is live in Negotiation · 70% probability
What should I follow up on today?
Rajesh Kumar, call about revised termsOpened quotation v3 yesterday, no reply
Meera Iyer, invoice overdue since 28 Sep₹1,25,000 outstanding · reminder not sent
Zen Labs, demo promised today 11:30Negotiation stage, no activity for 6 days
What it usesYour data only

Sources the assistant reads

Enquiry fields & custom fieldsLive
Activity timelineLive
Notes & attachmentsLive
Quotation versionsLive
Invoice & payment statusLive
Customer historyLive

What it produces

Enquiry summaryOn demand
Call notes draftFrom recording
WhatsApp reply draftOne click
Follow-up planDaily
Next-best actionSuggested
Email to customerDrafted
Everything is generated from records inside your Folow workspace. Nothing is used to train a shared model, and every workspace can switch AI features off.
AI Reporting

Ask for the numbers. Get the records.

No filter-building, no pivot tables. Ask in the words you use in the business and Folow returns the answer plus the underlying list.

folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersReportsSettings
Show me enquiries that haven't been contacted for 7 days.
IDCustomerOwnerStageValueLast contact
ENQ-000129Meera IyerDev K.Quotation₹1,25,00012 days ago
ENQ-000118Sagar InfraArun M.Follow-up₹3,50,0009 days ago
ENQ-000112Dev PatelPriya S.New₹4,50,0008 days ago
ENQ-000109Bright Kids AcademyDev K.Qualified₹18,00,0007 days ago

Answer

4 enquiries worth ₹27,25,000 have had no contact for 7 days or more. Two are in Quotation stage, which is where deals most often go quiet.
Suggested actionAssign a call task
OwnerDev K. · 2 of 4
Which quotations are waiting for customer response?
QuoteCustomerAmountSentOpenedWaiting
QT-0087Rajesh Kumar₹56,75,25014 SepYes2 days
QT-0086Anita Desai₹21,00,00010 SepYes6 days
QT-0082Bright Kids Academy₹18,00,00004 SepNo12 days
Give me this month's sales summary.
Revenue collected₹18.4L ▲ 8%
Deals won37
Win rate68%
Avg. cycle13 days

By source

Website₹7.2L · 39%
Referral₹5.1L · 28%
WhatsApp₹3.6L · 20%
Phone₹2.5L · 13%

Funnel

Enquiries 412
Quoted 326
Negotiating 231
Won 148
In control

Helpful, not mysterious.

AI only earns trust when you can see what it read and what it did.

Your data only

AI works inside your workspace on your records. Nothing is shared, and workspace data is never used to train shared models.

Switch it off

Each AI capability can be enabled or disabled per workspace, and individual users can be excluded.

Always editable

Forms, summaries and drafts are proposals. A person approves before anything is sent or saved.

Source shown

Answers link back to the enquiries, activities and documents they came from, so you can verify instantly.

Usage you can see

AI actions and consumption are visible per workspace, so you always know what you are using.

Your language

Ask in plain English or in the language your team actually uses. Folow answers in the same terms you set up.

Build the process you actually run.

Let Folow AI set up the first version of your enquiry form during your demo.