PRODUCT / CUSTOMERS

Give every customer one place where the whole relationship lives.

FollowUpPro Customers brings customer information, leads, follow-ups, tasks, projects, appointments, stats and activity into one connected customer record.

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Customer 360 History Work Context
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Customer 360Overview
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Customer360
AI
Acme IndustriesEnterprise customerActive
06Leads12Follow-ups04Projects
Connected workToday
FU
Follow-upProposal discussion · 2 PMDue today
PR
ProjectWebsite implementationActive
Relationship connectedLead · Follow-up · Project · Activity
01 / CUSTOMER CAPABILITIES

One customer record. Complete context.

Keep the information and work surrounding a customer together so your team can understand the relationship before taking the next action.

CUSTOMER RECORD

Keep core customer information organized

Maintain the customer record your team uses as the starting point for relationship management.

  • Customer information
  • Contact details
  • Ownership
  • Status
CUSTOMER 360

See the whole relationship

Bring related business activity into one customer view.

  • Leads
  • Follow-ups
  • Tasks
  • Projects
APPOINTMENTS

Keep scheduled interactions visible

See appointments alongside the customer relationship and ongoing work.

  • Appointments
  • Dates
  • Customer context
  • Activity
ACTIVITY

Preserve the customer timeline

Use the reusable activity timeline to understand what changed and what happened.

  • Created
  • Updated
  • Status changes
  • Assignments
WORK CONNECTION

Connect customer relationships to delivery

Customer context can extend from lead conversion into projects, milestones, tasks, subtasks and checklists.

  • Projects
  • Milestones
  • Tasks
  • Checklists
CONTROL

Keep access aligned with your team

Use organization roles and permissions to control who can access and manage customer information.

  • Roles
  • Permissions
  • Ownership
  • Team access
02 / CUSTOMER JOURNEY

From lead conversion to long-term context.

Customer management does not start with an empty record. The relationship can continue from the lead and grow through follow-ups and delivery work.

01LeadOpportunity enters the CRM.
02CustomerConversion creates the customer relationship.
03Follow-upKeep customer actions visible.
04DeliveryProjects and work stay connected.
CUSTOMER 360

The history does not disappear after conversion.

Customer 360 brings customer information together with leads, follow-ups, tasks, projects, appointments, stats and activity so the team can work from the same context.

Customer information Lead history Follow-up history Project & task context
03 / CUSTOMER 360

Everything your team needs, together.

Customer 360 is designed as a connected workspace rather than a simple contact record.

Leads Follow-ups Tasks Projects Appointments Activity
CUSTOMER 360ACME INDUSTRIES
Leads06active
Follow-ups124 due
Projects042 active
OPEN CUSTOMER WORK22Connected records
04 / CUSTOMER WORKSPACE

Move from relationship to execution.

Customer management stays useful after the sale because the same relationship can continue into follow-ups, projects, tasks and appointments.

Follow-ups

Keep the next customer action connected to the customer record.

Tasks

Coordinate customer-related work and team execution.

Projects

Connect customer relationships to project delivery and milestones.

Appointments

Keep scheduled customer interactions visible in context.

05 / CUSTOMER INSIGHT

Understand customer activity.

Customer records can be understood through their connected statistics and activity history, helping teams see what is happening around each relationship.

Customer stats Activity timeline Connected work CSV / PDF reports
CUSTOMER ACTIVITY
LEADS06
FOLLOW-UPS12
PROJECTS04
Customer activityRelationship view
06 / FAQ

Questions about customers?

Customer management is designed around a connected record that keeps relationship and delivery context together.

What is Customer 360?

Customer 360 brings customer information together with leads, follow-ups, tasks, projects, appointments, stats and activity.

What happens when a lead becomes a customer?

Lead conversion creates the customer relationship while preserving the relevant activity context.

Can customers have projects and tasks?

Yes. Customer 360 includes projects and tasks as part of the connected relationship view.

Can I see customer activity?

Yes. A reusable activity timeline is used to keep major customer events and changes visible.

ONE CONNECTED CUSTOMER RECORD

Keep the whole relationship together.

Give your team one customer workspace for information, activity, follow-ups and delivery work.

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