FilaFlow

FilaFlow CRM · Follow-ups

Know who to contact next, and never lose a thread.

A quote left unanswered. A customer you meant to contact. FilaFlow CRM brings your next actions into view, with the customer, deal and latest note close at hand.

The problem

Follow-ups live in heads and sticky notes. A week passes, the moment passes, and the customer buys elsewhere without ever saying no.

What FilaFlow CRM does

Today: what to do first.Available now

Overdue reminders, quotes close to expiry and customers waiting for your reply. See where to start on Today.

Reminders that set themselves.Available now

Choose your follow-up rules and timing. Reminders appear when a deal needs attention, so the next contact stays in view.

Every customer, every note.Available now

Calls, meetings, emails and notes on one page, newest first, with the deals and quotes beside them.

Honest automation.Available now

Choose a rule, set the timing and switch it on. For example, remind yourself when a sent quote has had no update for three days.

Renewals and repeat work.Available now

Add renewal dates and reminders to recurring agreements, so repeat work stays in view.

Customer email in one place.Ready at launch

Bring customer replies into FilaFlow CRM and keep them with the customer’s history.

One week, worked through

  1. Monday

    You send the robotics club a quote for $260.00. Your three-day follow-up rule brings it to Today on Thursday if there is no update.

  2. Thursday

    No answer yet. The club is on Today. You call, add a note and set the next reminder for next week.

  3. Friday

    They accept through the quote link. Their answer is saved, and a next-step task appears so you can arrange the first session.

  4. Later

    You set a renewal reminder for six months’ time. It brings the club back to your list before the renewal date.

Illustrative example. Amounts in USD

  • Will it nag me?

    No. You choose the rules and timing. Your reminders are on Today, and completed ones stay marked as done.

  • Can my team see each other's follow-ups?

    Yes. Use Mine for your reminders and Everyone for the shared team list.

  • Does it work on a phone?

    Yes, in the browser today. The iPhone app is coming next.

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