One platform. Any business.
Folow is not built for one industry. It is configured for yours. The examples below show how the same enquiry-to-sale engine can be set up for six very different kinds of business.
Same engine, different shape.
Stages, fields, documents and reports are configurable. What stays the same is the journey: enquiry to sale.
Enquiry → Application → Admission
Institute enquiries arrive from campaigns, walk-ins and referrals, and the sales conversation is about eligibility, fees and the start date. Folow can hold that whole conversation on one record.
- Custom fields programme, academic year, student score, class seeking, category
- Stages enquiry, contacted, counselling, application, fee pending, admitted
- Documents fee quotations, admission forms and receipts on the same record
- Automation reminder before the admission deadline, fee reminders after
- Reporting source-wise admissions, programme-wise revenue, counsellor performance
Enquiry28
Counselling19
Application14
Admitted41
| Student | Programme | Owner | Next step | Status |
|---|---|---|---|---|
| Neha Sharma | Class 9 | Priya S. | Send fee quotation | Due today |
| Isha Verma | Class 10 | Arun M. | Counselling call | Scheduled |
| Rohan Mehta | Class 8 | Priya S. | Collect documents | Admitted |
Enquiry64
Site visit31
Negotiation12
Booked9
Inventory matched
Booking summary
Enquiry → Site Visit → Negotiation → Booking
Property enquiries stall between “we'll look” and “send the quotation”. Folow makes the visit, the shortlist and the price conversation part of the record.
- Custom fields configuration, floor, possession, facing, budget, financing
- Inventory link match enquiries to available units and hold them
- Visits as activities who visited, what was shown, feedback captured
- Quotations and negotiation versions, discounts and payment plans
- Booking and agreement booking amount, invoice, receipt, agreement status
Enquiry → Test Drive → Quotation → Purchase
Showroom enquiries are fast and competitive. Folow keeps the customer warm between the first call and the test drive, and remembers exactly which variant they asked about.
- Custom fields model, variant, colour, exchange vehicle, finance or cash
- Test drive scheduling book the slot, assign the vehicle, capture the impression
- Quotations on-road price, accessories, exchange value, finance EMI
- Delivery tracking booking confirmed, PDI, delivery date, invoice
- Reporting enquiry-to-test-drive and test-drive-to-purchase conversion
Enquiry86
Test drive23
Quotation17
Purchase11
| Customer | Model | Test drive | Quote | Status |
|---|---|---|---|---|
| Dev Patel | Apex SUV · X | 14 Oct, 11:00 | Not quoted | Booked |
| Priya Nair | Nova Sedan · Z | Done | ₹16,40,000 | Sent |
| Karan Mehta | Apex SUV · X | Done | ₹27,40,000 | Purchased |
Enquiry52
Consultation27
Plan sent18
Treated33
Treatment plan
Consent & records
Enquiry → Consultation → Service → Payment
Clinic and service enquiries need care, not pressure. Folow keeps the appointment, the agreed plan, the follow-up visit and the payment together, with roles that limit who sees what.
- Custom fields service type, department, preferred time, urgency, referred by
- Scheduling consultations and follow-up visits with reminders
- Quotation as treatment plan itemised, approved by the patient, versioned
- Part payments deposit now, balance across the course of treatment
- Access control front desk, counsellor and clinician see what they need
Enquiry → Requirement → Quotation → Invoice → Payment
For agencies, consultancies and contractors, the sale is a scope of work. Folow turns a requirement into a costed quotation, then an invoice and a collected payment.
- Custom fields service type, scope, site location, urgency, budget range
- Service catalogue packages, retainers and recurring lines
- Scope changes revise the quotation when the requirement changes
- Milestones stage progress against invoiced milestones
- Recurring billing monthly invoices for retainers and AMC
| Enquiry | Service | Quote | Invoice | Status |
|---|---|---|---|---|
| ENQ-000131 | Annual AMC | ₹2,40,000 | INV-2051 | Partial |
| ENQ-000132 | Site survey | ₹35,000 | INV-2052 | Paid |
| ENQ-000134 | Installation | ₹1,85,000 | Not raised | Quote sent |
Milestones
Recurring
| Account | Stage | Value | Cycle | Next step |
|---|---|---|---|---|
| Northwind Pvt Ltd | Negotiation | ₹9,80,000 | 14 days | Legal review |
| Zen Labs | Proposal | ₹6,00,000 | 9 days | Follow up |
| Acme Corp | Qualified | ₹3,40,000 | 3 days | Discovery call |
Buying committee
Proposal
Enquiry → Qualification → Proposal → Negotiation → Deal
B2B deals involve several people, longer cycles and negotiated terms. Folow records the buying committee, the version of every proposal and the credit terms that were finally agreed.
- Account and contacts multiple stakeholders with roles in the deal
- Qualification budget, authority, need and timeline captured up front
- Proposals versions, commercials, terms and validity
- Negotiation log who asked for what, and what was agreed
- Credit terms net days, limits and approvals, then invoicing on terms
The parts you can change.
If your business does not match any of the examples above, you can still build exactly what you need. These are the levers.
Stages and pipeline
Rename, reorder, add or remove stages. Set what each stage means for probability and reporting.
Fields and forms
Custom fields, dropdowns, required rules and enquiry forms, set per business, branch or team.
Products and pricing
Catalogue, price lists, packages, taxes, discounts and approval thresholds.
Documents
Quotation, invoice, receipt and agreement templates using your branding and terms.
Automations
Assignment rules, reminders, stage triggers, escalations and recurring billing.
Reports
Build the dashboards and report set your business actually reviews each week.
Tell us how you sell. We'll show you Folow.
Most teams are live in a day, configured in a week.