Resources

Learn the craft, not just the buttons.

Guides and articles on running enquiries properly: how to capture them, follow up without slipping, quote with confidence and collect what is owed.

Library

Guides and articles

Filter by what you are working on right now.

Showing 3 resources in Enquiry Management

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Enquiry Management

Five enquiry sources most businesses forget

The channels that quietly generate revenue while nobody logs them.

Article · 6 minfolow
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Enquiry Management

Why customers end up as duplicates

Same person, three numbers, one lost deal. How to prevent it.

Article · 5 minfolow
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Enquiry Management

First response time is the whole game

What the data says about speed to first contact, and how to make it a habit.

Article · 7 minfolow
Product guides

Set Folow up the way your business works.

Short walkthroughs for the parts most teams configure themselves.

First workspace

Brands, branches, users, roles and the first enquiry form, set up in an afternoon.

12 min read

Designing your pipeline

Choosing stages, naming them well, and setting what each stage means for forecasting.

8 min read

Quotation templates

Uploading your format, adding terms, taxes and signature blocks once.

6 min read

Assignment rules

Round robin, by source, by region or by workload, including what happens when nobody replies.

7 min read

Reports that get read

The six reports worth having on a screen, and the four that look useful but are not.

9 min read

Automations

Reminders, escalations and stage triggers that keep the team honest without nagging.

10 min read
Help Center

Answers, not tickets

Step-by-step help for every module, written for the person doing the job rather than the person who built the feature.

Ask the help center →
Documentation

Reference for administrators

Field types, permissions, API, data exports, migration and everything else you will need when you go deeper.

Request administrator access →
Where do I start?

Start with the first workspace guide, then read how to design your pipeline. Those two decisions determine how the rest of Folow feels to your team.

How do I migrate my existing enquiries?

Import customers, enquiries, quotations, invoices and payments from a spreadsheet or your previous system. We will help you map the columns correctly.

Can we get help setting up?

Professional includes guided onboarding, Business includes assisted setup and Enterprise includes a managed rollout. Talk to us if you are unsure.

Reading is useful. Using it is better.

Put one of these into practice this week with our team.