What is FollowUpPro?
FollowUpPro is a CRM and work-management SaaS platform designed to connect customer-facing work with the operational work that follows it.
The platform brings leads, follow-ups, customers, projects, tasks, appointments, team access, automation, notifications, activities and reporting into one workspace. It is designed for organizations that want one connected process rather than separate tools for sales and delivery.
Set up your workspace
Start with the organization, users and process that your team will use every day.
Create your account
Register your organization and access the FollowUpPro workspace.
Set up your team
Add staff members and organize access according to responsibilities.
Configure your process
Set up lead sources, pipelines, stages, custom fields and other workspace settings that match your process.
Start entering business data
Create leads, schedule follow-ups, convert or manage customers and begin assigning work.
From opportunity to completed work
FollowUpPro is structured around a connected workflow so customer activity and internal execution remain linked.
Leads, sources and pipelines
The CRM area is the starting point for managing prospects and opportunities. Leads can be organized through configurable sources, pipelines and pipeline stages.
Create and manage prospective customers, track their information and move them through your sales process.
Classify where opportunities originate so your organization can keep acquisition data organized.
Define different business processes instead of forcing every opportunity into one workflow.
Represent the steps an opportunity moves through and organize the sales pipeline visually.
Store organization-specific information that is not covered by standard fields.
Keep important entity-related activity available alongside the record it belongs to.
Typical lead process
Keep every conversation moving
Follow-ups are designed for customer, lead or project related communication and actions. They are different from tasks: a follow-up represents the relationship or communication action, while a task represents work that needs completion.
Plan the next action instead of relying on memory.
Keep follow-up status and related information organized.
Record the outcome when the follow-up is finished.
Manage the relationship after conversion
Customers provide the relationship layer after a lead becomes an active customer. Customer-related work can continue through follow-ups, appointments, projects and tasks.
Projects, tasks, subtasks and checklists
FollowUpPro connects customer management with execution. Projects group work together, tasks represent work to be completed, subtasks break larger tasks down and checklists provide smaller completion points.
Task templates
Task templates can be used to standardize repeatable work. Templates are especially useful when the same operational sequence is performed for multiple customers or projects.
Schedule meetings and calendar events
Appointments represent scheduled calendar events. They are separate from follow-ups and tasks so a meeting can remain a calendar event while the related communication and work are tracked through their appropriate modules.
Create a time-based business event.
Keep meetings associated with the relevant work context.
Create or manage related follow-ups and tasks when additional action is required.
Give every team member the right access
FollowUpPro includes staff, roles and permissions so organizations can structure access around different responsibilities.
Add and manage the people who work inside the organization.
Group access responsibilities into reusable role definitions.
Control which areas and actions are available to different users.
Business data is designed around organization-level separation in the SaaS architecture.
Turn repeatable rules into workflows
Workflow automation helps reduce repetitive manual actions by allowing organizations to configure business rules around supported events and actions.
Automation availability and limits depend on the organization's plan and configured workspace features.
Adapt FollowUpPro to your process
Configuration is where the workspace can be shaped around how your organization works. Relevant configuration areas include pipelines, pipeline stages, lead sources, statuses, custom fields, task templates and workflow-related settings.
Keep acquisition channels structured.
Match opportunity movement to your sales process.
Define supported status structures used across configured workflows.
Capture organization-specific data.
Understand activity and performance
FollowUpPro includes reporting areas designed to give organizations visibility into their operational data.
Keep users informed
Notifications surface relevant events inside the application, while activity records provide context around important entity and organization actions.
Surface relevant events that need user attention.
Keep a history of important activity around supported records.
Keep related activity close to the lead, customer, project or other record it belongs to.
Understand plans, limits and subscriptions
FollowUpPro uses a SaaS plan structure where plan entitlements determine available features and usage limits. Subscription and billing records are managed as part of the SaaS platform.
| Plan | Monthly | Yearly | Typical positioning |
|---|---|---|---|
| Free | ₹0 | ₹0 | For getting started |
| Starter | ₹299 | ₹2,990 | Small teams |
| Growth | ₹699 | ₹6,990 | Growing teams |
| Professional | ₹1,299 | ₹12,990 | Established teams |
| Business | ₹2,499 | ₹24,990 | Larger teams |
| Enterprise | ₹4,999 | ₹49,990 | Higher organizational usage |
Pricing and plan availability are subject to the current FollowUpPro commercial configuration. Subscriptions, billing and payments are processed by Digitalex Solutions.
Use FollowUpPro from the Flutter app
FollowUpPro has a Flutter-based mobile application that communicates with the backend through HTTPS REST APIs. The mobile application is designed to use the same business platform rather than connecting directly to the database.
Organization-aware access and application security
FollowUpPro is built as a multi-tenant SaaS application. The architecture uses organization-level ownership for business data and access controls for users.
Account access is protected through the application's authentication and session mechanisms.
Business records are associated with the relevant organization.
User access can be structured according to organizational responsibilities.
Business operations are handled through the application layer rather than direct database access from clients.
Frequently asked questions
Is FollowUpPro only a CRM?
No. CRM is a major part of the platform, but FollowUpPro also connects follow-ups, customers, projects, tasks, appointments, team management, automation and reporting.
What is the difference between a follow-up and a task?
A follow-up is a customer, lead or project related communication/action. A task is work that needs to be completed.
Can I create my own pipeline?
FollowUpPro includes configurable pipelines and pipeline stages so organizations can adapt opportunity movement to their process.
Can different team members have different permissions?
Yes. Staff, roles and permissions are part of the platform's team and access-management capabilities.
Does FollowUpPro provide a public third-party API?
FollowUpPro uses REST APIs internally for its own web/mobile application architecture. A public third-party API offering is not currently part of the product positioning.
Who handles billing and payments?
FollowUpPro is a product of Digitalex Solutions, and subscriptions, billing and payments are processed by Digitalex Solutions.