Bring customer relationships and team execution together. Capture website enquiries, plan follow-ups, manage projects and automate routine work from one connected workspace.
Leads in spreadsheets. Follow-ups in messages. Tasks in personal lists. Project updates scattered across conversations.
FollowUpPro brings customer context and team execution together, so people can see what needs attention, what has already happened and what action should come next.
FollowUpPro gives your team a connected operating layer for customer relationships and the work that follows them.
Enterprise website
CRM enquiry
Website revamp
Software enquiry
Mobile application
Annual contract
The Automation Bot helps prepare routine CRM actions from a guided conversation. Review the proposed steps and approve the run—while your team stays in control.
When a new website lead arrives, assign it to the sales team and create a follow-up.
Build forms around the information your business needs, collect submissions and review enquiries in the same workspace where your team manages leads and follow-ups.
Embed the form, share the public form, or choose a supported display style.
Website forms are more useful when the answers don't get trapped in an inbox. Keep submissions connected to the follow-up process.
Every business asks different questions. Use custom fields to capture the details that matter to your process instead of forcing every team into the same data template.
Configure supported field types and options for relevant records, and keep the information your team needs visible where it is used.
Explore the main modules and the supporting features that help connect enquiries, customer work, team execution and oversight.
Capture and qualify enquiries and track progress.
Keep conversations, reminders and customer context organised.
Turn plans into assigned work with visible progress.
Prepare supported actions and configure event-based rules.
Collect the information your business needs from your website and records.
Configure supported email delivery and keep teams informed.
Organise staff and manage what each role can access.
Review activity and progress, then export supported information.
Available actions and options can depend on the module, user permissions and organization configuration.
More leads create more conversations. More customers require more follow-ups. More projects create more tasks to coordinate. When information is scattered across tools and people, next steps become harder to track and managers lose visibility.
Enquiries arrive from different sources, but ownership, pipeline stage and the next action may not be clear.
Calls, messages and emails are easy to postpone when follow-up dates and responsibilities are not visible.
Customer commitments need to become tasks and project work. Without a connected process, details can get lost in hand-offs.
Managers need a shared view of ownership, overdue work, activity and project progress to spot delays earlier.
Connect lead management, customer follow-ups and team delivery in a workflow your people can follow from first enquiry to completion.
When a lead becomes a customer, the history does not disappear. Conversations, follow-ups, activities, projects and tasks can stay connected to the same customer relationship.
Proposal sent Today · 10:20 AM
Follow-up completed Yesterday · 04:30 PM
Lead converted Sep 18 · 11:15 AM
Organize leads with pipelines, stages, ownership and customer information so your team can see what is new, what needs attention and what is moving forward.
Explore lead managementKeep customer conversations, scheduled follow-ups and next actions visible to the people responsible for them.
Explore follow-upsAssign tasks, set priorities, track progress and give every team member a clear view of what needs to happen next.
Explore task managementOrganize projects with tasks, subtasks, checklists and milestones so your team can keep delivery moving after the deal is won.
Explore project managementConfigure rules-based workflows around supported business events and conditions to reduce repetitive coordination while keeping execution visible to your team.
Explore automationConfigure the workspace around your organization, teams, permissions, pipelines, stages and business processes.
Organize staff, roles and permissions so different members of your organization can work with the right information and responsibilities.
Configure the building blocks your organization actually uses.
Keep an activity trail around the work so teams have context when they need it.
FollowUpPro brings customer relationships, everyday execution, website enquiries and automation together, so your team can work from a shared view instead of disconnected tools.
Capture enquiries, assign ownership, organize opportunities and track progress through configurable pipeline stages.
Keep next actions, follow-up dates, outcomes and customer details together to reduce missed conversations.
Assign responsibility, set priorities and deadlines, and break repeatable work into subtasks and checklists.
Organize delivery work, track milestones and keep project progress visible to the people involved.
Manage appointments and keep scheduled conversations connected with relevant customer or lead work.
Create and manage website forms, collect submissions, review enquiries and convert suitable submissions into leads.
Use the Work Assistant to prepare rule-based actions, review a preview and approve execution instead of repeating routine setup manually.
Configure event-based workflows with conditions and supported actions to help keep routine work moving consistently.
Adapt lead, customer and other records to the information your organization needs to capture, with configurable field options.
Configure your organization's email settings for supported email delivery and test the connection from settings.
Manage team members and role-based access so people can focus on the records and actions relevant to their responsibilities.
Review lead, sales, follow-up, task, project and customer activity, with reporting and supported export options.
Keep enquiries, customer conversations and delivery work connected.
Manage prospects and turn won business into organized client delivery.
Give sales, operations and management a shared workspace.
Track pipeline movement and make the next follow-up visible.
Turn customer requirements into accountable internal work.
From sales teams and service businesses to agencies and growing companies, FollowUpPro helps connect enquiries, customer relationships, follow-ups and the work required to deliver what was promised.
Capture enquiries, manage pipelines, stages and follow-ups.
Explore solution 02Keep customer conversations, appointments and delivery work together.
Explore solution 03Move from prospect to client delivery with projects, tasks and milestones.
Explore solution 04Bring customer management and everyday team work into one workspace.
Explore solution 05Turn customer requirements into accountable tasks, checklists and projects.
Explore solution 06Start with the modules your business needs and grow from there.
Start freeGet a clearer view of lead movement, sales activity, follow-ups, tasks and project progress so you can review the work and decide what needs attention.
Keep customer context and work connected instead of scattered across tools.
Make ownership, activity, progress and next actions easier to see.
Focus the workspace around the actions teams perform every day.
Configure processes and permissions as your organization grows.
FollowUpPro is a CRM and work management platform designed to connect leads, follow-ups, customers, tasks, projects, appointments, teams and business workflows.
No. Sales and lead management are important parts of the platform, but FollowUpPro also connects the work that happens after a customer is won, including projects, tasks, milestones and team execution.
FollowUpPro includes team, role and permission management so organizations can structure access around different responsibilities.
The platform includes configurable pipelines, stages and workflow automation capabilities so organizations can adapt the workspace to their processes.
Create your FollowUpPro account, choose the appropriate plan and begin configuring your workspace.
Bring leads, follow-ups, tasks, projects and your team into one connected workspace.