Customer follow-up software

Customer follow-up software — no quote sleeps in WhatsApp

Follow-up isn't memory — it's a system. Folo reminds you of every customer and task, flags the ones you've forgotten with a clear badge, automates repeating sequences — and emails you a morning digest of everything worth your attention.

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Tasks and dated reminders
"No next step" badge
Automation + morning digest

Where does the money die?

In the customer you promised to get back to and forgot. A follow-up one day late gets taken by the competitor who replied that same minute — and memory is not a system.

Tasks and reminders — you get notified the moment it's due

Set each customer's next step with a date, and get a phone notification the day it's due. Today's task is in front of you the moment you open Folo.

Customer follow-up tasks and reminders in Folo

"No next step" badge — the forgotten customer flags itself

Any customer without a defined next step is marked with a clear badge, so you see at a glance who you've forgotten and organize your follow-up — no customer falls through the cracks.

Follow-up automation and templates

From the Business plan, you build a follow-up sequence that runs automatically (a message after two days, a reminder after a week…) with ready templates that save you writing every time.

Morning digest email

Every morning you get an email with today's tasks, due follow-ups, and the customers who need your attention — you start your day knowing where to focus.

Questions about follow-up

How does Folo remind me to follow up with a customer?

You set each customer a next step with a date, and get a notification on mobile and email the day it's due — and any customer without a next step shows a badge to alert you.

What is the "no next step" badge?

A visual marker on any customer you haven't set a next step for — so you can see at a glance who you forgot to follow up with instead of losing them in the crowd.

Which plan includes automation?

Follow-up automation (automatic sequences) is on the Business plan. Follow-up templates are available from the Solo plan (3 templates) and expand on higher plans.

Does the morning digest email arrive automatically?

Yes — it reaches you every morning with a summary of your tasks and due follow-ups, so you start your day organized without digging through the system.