Everything from first enquiry to final payment.
Twelve connected capabilities that cover the full Folow journey: enquiry, follow-up, quotation, negotiation, invoice, payment and sale. Same record, same customer, same team.
Enquiry Management
Capture enquiries from every channel into one list, with owner, priority and status.
Follow-ups & Activities
Calls, WhatsApp, email, meetings and visits logged with the next action scheduled.
Customer History
One profile per customer with every enquiry, quote, invoice and payment linked.
Quotations
Catalogue or line items, discounts, taxes, validity, sending and revision history.
Negotiation
Deal board, customer requests, counters, stage changes and version comparison.
Invoices
One-click conversion from an accepted quotation, with status and due dates.
Payments
Part payments, payment modes, receipts, outstanding ageing and reminders.
Sales Tracking
Win and loss reasons, cycle length, source attribution and deal value.
Team Management
Organisations, branches, roles, permissions and assignment rules.
Reports & Analytics
Source performance, follow-up compliance, funnel, ageing and team numbers.
AI Form Builder
Describe the enquiry you need; Folow builds the form.
AI Assistant & Reporting
Summarise enquiries, plan follow-ups and query your data in plain language.
| ID | Customer | Source | Priority | Status |
|---|---|---|---|---|
| ENQ-000125 | Rajesh Kumar | Website | High | Negotiation |
| ENQ-000126 | Priya Nair | Normal | New | |
| ENQ-000127 | Zen Labs | Referral | High | Qualified |
Every enquiry. One complete history.
Web forms, WhatsApp, calls, email, walk-ins and referrals all land in one list. Every record keeps its customer, source, owner, status and full activity trail.
- Multi-channel capture website forms, landing pages, WhatsApp, phone and manual entries
- Search and filters by stage, source, owner, priority, value, date or custom fields
- Assignment route enquiries to a person or a team, or let Folow distribute by rule
- Priority and SLA flag urgent enquiries and see response-time breaches
- Full customer record contact details, notes, history and every linked document
Never lose track of your next follow-up.
Every customer gets one thread for every conversation. The next action and its reminder live on the record, so following up becomes part of the data rather than a matter of memory.
- Activity types call, WhatsApp, email, meeting, visit and note
- Next follow-up schedule the next touchpoint before closing an activity
- Reminders in-app, email and daily digest for due and overdue tasks
- Activity timeline a chronological record of everything that happened
- Outcome capture connected, busy, wrong number, requested callback
| Due | Customer | Task | Type | State |
|---|---|---|---|---|
| 10:30 | Rajesh Kumar | Call back on discount | Call | Today |
| 12:00 | Anita Desai | Send quotation | Today | |
| 14:00 | Karan Mehta | Site visit | Visit | Scheduled |
| Yesterday | Meera Iyer | Share brochure | Overdue |
Activity timeline
Northwind Pvt Ltd
Corporate · 4 enquiries · ₹14.2L lifetimeRelationship
Contacts
Know the customer, not just the enquiry.
Every enquiry, quotation, invoice and payment for a customer is linked together. Anyone on the team can see what was discussed, what was sent and what is still owed.
- Unified customer profile contacts, addresses, company details and tags
- Cross-enquiry history repeat enquiries merge into one timeline
- Document history every quote version, invoice and receipt
- Relationship health response gaps, unresolved tasks and outstanding amounts
- Ownership handover reassign a customer without losing context
Create professional quotations in minutes.
Build a quote from your catalogue or line items, apply discounts and taxes, set validity, send it, and track what the customer did with it.
- Products and services catalogue items, bundles, one-time and recurring
- Pricing rules price lists, taxes, discount types and approval thresholds
- Validity automatic expiry and reminder before the quote lapses
- Send and track email, WhatsApp or PDF with view tracking
- Revision history every version, what changed and who changed it
Quotation QT-0087
Rajesh Kumar · ENQ-000125| Item | Qty | Rate | Amount |
|---|---|---|---|
| 2 BHK Premium | 1 | ₹42,00,000 | ₹42,00,000 |
| Club membership | 1 | ₹2,50,000 | ₹2,50,000 |
| Parking (2 slots) | 2 | ₹5,00,000 | ₹10,00,000 |
Qualified18
Quoted12
Negotiation8
Won37
| Deal | Ask | Our offer | Status |
|---|---|---|---|
| Rajesh Kumar | 5% discount | ₹54,36,375 | Counter sent |
| Zen Labs | Extended terms | ₹6,00,000 | In review |
| Northwind | No ask | ₹9,80,000 | Agreed |
Revision history
Move every opportunity forward.
Track what the customer asked for, what you offered, and which version of the quote is live. Nothing is decided in a chat thread you can't find later.
- Deal value expected value, quoted value and probability
- Customer requests discounts, revised scope, revised terms
- Stage changes new, follow-up, quotation, negotiation, won, lost
- Quotation revisions compare versions side by side
- Activity history every negotiation event on the record
From quotation to invoice, without retyping anything.
Convert an accepted quotation into an invoice in one click. Taxes, terms and customer details carry over, and the invoice stays linked to the enquiry it came from.
- From quotation one click, no re-entry
- Standalone for over-the-counter or repeat sales
- Recurring schedules monthly invoices for retainer customers
- Credit notes reverse part or all of an invoice with a reason
- Multiple currencies for cross-border customers
| Invoice | Customer | Amount | Due | Status |
|---|---|---|---|---|
| INV-2041 | Northwind | ₹9,80,000 | 30 Sep | Paid |
| INV-2042 | Acme Corp | ₹3,40,000 | 10 Oct | Sent |
| INV-2043 | Zen Labs | ₹6,00,000 | 18 Oct | Partial |
| INV-2038 | Meera Iyer | ₹1,25,000 | 28 Sep | Overdue |
| Transaction | Invoice | Mode | Amount | Status |
|---|---|---|---|---|
| TX-8831 | INV-2041 | Bank transfer | ₹9,80,000 | Received |
| TX-8834 | INV-2043 | UPI | ₹2,00,000 | Partial |
| TX-8829 | INV-2036 | Card | ₹75,000 | Received |
| TX-8826 | INV-2042 | NEFT | ₹1,00,000 | Pending |
INV-2043 · payment split
Receipt
Know what was collected, what is pending and what is overdue.
Record part payments against the right invoice, issue receipts automatically, and let Folow chase the balance for you.
- Partially paid split payments against one invoice, tracked to the rupee
- Payment modes bank transfer, UPI, NEFT, card, cash, cheque
- Automatic receipts numbered receipt generated and shared on record
- Outstanding amount live ageing per customer, invoice and owner
- Reminders scheduled payment follow-ups before and after the due date
See exactly which enquiries became customers.
Folow joins the dots between the enquiry that arrived and the invoice that was paid, so conversion is a fact, not an estimate.
- Win/loss reasons capture why a deal closed, or why it didn’t
- Cycle length days from enquiry to payment, by source and owner
- Source attribution which channel actually produces revenue
- Deal value expected versus realised value
- Closed-won handoff sale recorded, invoice raised, payment tracked
| Customer | Source | Value | Cycle | Result |
|---|---|---|---|---|
| Northwind | Referral | ₹9,80,000 | 14 days | Won |
| Acme Corp | Website | ₹3,40,000 | 9 days | Won |
| Karan Mehta | Phone | ₹80,000 | Not started | Lost |
Loss reasons
Organisations, branches, users and roles in one place.
Give each person exactly the access they need, and nothing they shouldn't have.
- Roles and permissions per module, per field, per action
- Branch structure separate teams with their own data and targets
- Assignment rules round robin, by source, by region or by workload
- Targets and incentives track individual and team performance
- Activity visibility see who worked on which customer and when
Know what is happening across your business.
Live numbers, not week-old spreadsheets. Every report drills down to the enquiry behind the number.
Revenue · last 6 months (₹ lakh)
Conversion funnel
| Report | Answers | Format |
|---|---|---|
| Enquiry source performance | Which channel brings the best customers | Table · Chart |
| Follow-up compliance | Did the team do what they said they would | Table |
| Sales cycle by stage | Where deals are getting stuck | Chart |
| Outstanding ageing | Who owes what, and for how long | Table · Export |
| Team performance | Owner-wise enquiry, conversion and revenue | Table · Chart |
AI that works inside the product you already use.
Folow AI is built into enquiry forms, enquiry records and reports, not bolted on as a separate chat window.
- AI Form Builder describe the form you need and get a ready enquiry form
- AI Enquiry Assistant summarise an enquiry, recall history, plan today’s follow-ups
- AI Reporting ask a question in plain language and get the matching records
- Summaries and drafts call notes, WhatsApp summaries and follow-up drafts
- Configurable turn features on or off per workspace