Follow-ups & Activities

Never lose track of your next follow-up.

Calls, WhatsApp, email, meetings and visits are logged against the customer. Before you close an activity, Folow asks what happens next, then reminds you when it is due.

Today's follow-ups

Your day, already sorted.

One queue for every task you owe a customer, ordered by urgency, value and the promise you made.

folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersReportsSettings
Search tasks…
Today ▾
Type ▾
Owner ▾
Due today23
Overdue4 ▲ 1
Completed today11
Next 7 days86
DueCustomerTaskTypeOwnerState
10:30Rajesh KumarCall back on discount CallPriya S.Today
12:00Anita DesaiSend quotation EmailArun M.Today
14:00Karan MehtaSite visit VisitDev K.Scheduled
15:00Acme CorpPayment reminder WhatsAppRhea S.Scheduled
YesterdayMeera IyerShare brochure CallDev K.Overdue

Calendar

09:30 – 11:00Deep work
11:30 – 12:00Demo · Zen Labs
14:00 – 15:00Site visit
17:00 – 17:30Call block
18:00Day summary

Calendar syncs with your team and personal Google calendar.

Log an activity

Record it while it is fresh.

Logging an activity takes seconds and captures everything that matters: outcome, duration, notes and the next step, in one pass.

  • Calls duration, outcome and a callback if nobody picked up
  • WhatsApp the conversation, templates and shared files
  • Email sent and opened status on quotations and follow-ups
  • Meetings attendees, agenda, decisions and next steps
  • Visits location, property or site shown, feedback
  • Notes anything the team should remember later
Log activityRajesh Kumar · ENQ-000125
Call WhatsApp Email Meeting Visit Note
TypePhone call
Duration12 minutes
OutcomeConnected
DiscussedDiscount, possession, floor preference

Notes

Customer asked for 5% discount. Prefers 11th floor. Will decide after speaking to partner.

Next follow-up

WhenTomorrow · 10:30
Type Call
Reminder30 min before
Save activitySave & log call
Reminders

Folow chases, so your team doesn't have to.

Reminders arrive where your team already works, and they keep nudging until the task is genuinely done.

Due soon

A quiet nudge before the task is late, so you finish it rather than react to it.

Overdue nudge

Keeps reminding until the task is closed, so it never quietly disappears.

Daily digest

One email at the start of the day with everything due, sorted by urgency and deal value.

Escalation

Tasks that stay overdue are surfaced to the manager automatically.

Recurring

Set a follow-up that repeats: weekly check-ins, monthly reviews, annual renewals.

Handover

Move a customer to a colleague and the pending tasks move with them.

Reminder & digest settings

Per user, per workspace
ReminderTimingChannel
Due soon30 min beforeIn-app
Overdue nudgeAt due timeIn-app + email
Escalation to manager4h overdueEmail
Daily digest8:30 every dayEmail
Weekly team summaryMonday, 9:00Email

Follow-up compliance · this month

Tasks completed612
Completed on time541 (88%)
Overdue at any point71
Never scheduled14
Avg. response gap2.1 days
Activity timelineAll channels, in order
folowEnquiriesFollow-upsQuotationsInvoicesPaymentsCustomersSettings

Rajesh Kumar

ENQ-000125 · Negotiation
6 activities
ActivityFollow-upsQuotationInvoicePayment
Phone call · 12 min2 Sep · Requirements noted · Priya S.
Site visit · Maple Grove5 Sep · Family joined · Preferred 11th floor
Note added7 Sep · Do not push bundled parking
Meeting at branch9 Sep · Reviewed payment options
Quotation sent · QT-008711 Sep · Opened 2h after sending
WhatsApp replyToday · Asked for 5% discount
Activity timeline

One thread. Every conversation.

Calls, messages, emails, meetings, visits, quotes and payments all land on the same chronological record. Onboarding a new salesperson takes minutes, because the history is already written.

  • Complete nothing happens outside the customer’s record
  • Attributable every entry shows who did it and when
  • Searchable find the last thing said to a customer in seconds
  • Reportable response time and follow-up compliance become measurable
Why it works

Follow-ups fail because of memory, not effort.

Folow removes the part of follow-up that depends on remembering.

Calls

Click to call from the record. Duration and outcome saved automatically, so your pipeline stays accurate without extra work.

WhatsApp

Send a message or a template, keep the conversation attached to the customer, and see whether it was read.

Email

Send follow-ups and quotations from Folow and see opens and replies, tied back to the enquiry.

Meetings

Schedule a meeting, invite the customer and record the outcome with the next step already set.

Visits

Plan site visits or property visits, capture what was shown and what the customer said.

Notes

The detail that does not fit anywhere else, such as preferences, objections and personal context worth remembering.

Never miss the follow-up that wins the deal.

Let Folow keep your team's promises.