What we deliver
- Pipelines, lead routing and nurture
- Source-linked commitments and review queue
- Owner reminders and completion tracking
Pipeline & follow-up trackingCRM & Lead Follow-up
Keep the promises inside the pipeline.
A CRM that tracks the commitments inside conversations, with source evidence, confirmed deadlines and follow-up ownership.
Illustrative flow / CRM & Lead Follow-up
Commitment Radar
Source / conversation note
“I’ll send the revised quote on Friday.”
Confirmed next stepSend the
revised quote.
revised quote.
- Owner
- Sales lead
- Due
- Friday
Illustrative owner and deadline · confirmed by your team
Unclear promises wait for a person to confirm them.
The right starting point
When CRM & Lead Follow-up makes sense.
Your CRM records the lead, but the small commitments inside calls and messages get lost. Quotes, demos and callbacks rely on somebody remembering the next step.
We connect your pipeline, enquiries and follow-up around how you sell. CRM & Lead Follow-up adds a Commitment Radar for the small promises that disappear into call notes: send the quote, confirm availability, arrange the demo or call back on Friday.
From the notes and messages you approve, it drafts a commitment with a source excerpt, owner and proposed due date. Your team confirms ambiguous details. Reminders follow the agreed rules, and the item closes when completion is recorded.
The signature build
Commitment Radar
Turn an agreed next step into an accountable CRM item, with the original conversation attached.
Find the promise
Draft a commitment from approved notes or messages, with its source.
Confirm the details
Assign an owner and deadline; ask for review when either is unclear.
Follow it through
Track completion and remind the owner before the agreed deadline.
A practical example
“I’ll send the revised quote on Friday” becomes a source-linked task. The sales owner confirms the date and closes it when the quote is sent.
Your project scope
The pieces of your build.
We agree the useful first version, the connected tools and the operating rules before expanding the system.
Where it fits
- Sales teams juggling active enquiries
- Quotes, demos and callback promises
- Businesses with long follow-up cycles
What we agree together
- Source access and retention agreed
- Ambiguous promises require confirmation
- Custom scope, quote and support plan
Useful guardrails
A system your team can understand.
We turn an approved sample note into a source-linked item. We check vague dates, duplicate notes and a completed follow-up so your team can trust the review queue.
Explore testing, launch and handoverApproved sources
The system reads the notes and message sources included in your scope. Access and retention rules are agreed with your team.
Human confirmation
Unclear owners, vague dates and ambiguous promises enter review. A draft is not treated as an agreed commitment.
Recorded completion
Reminders follow the agreed rules. A task closes through a team action or a confirmed integrated event, with its source still available.
Before we build
A few useful answers.
Bring your real workflow to the first conversation. We’ll help define what belongs in the scope.
Will it automatically send every customer a follow-up?
Follow-up rules are agreed for your business. Commitment Radar can remind the internal owner; any customer messaging is separately scoped against your approved channels and preferences.
Do we have to replace our current tools?
We begin with the tools you already use. Discovery checks their available integrations, permissions and data before we recommend the build. Any new software and third-party usage costs are made clear in the proposal.
What will the proposal and handover include?
Your proposal defines the selected feature, deliverables, integrations, delivery plan, investment and support. Every project is custom-quoted. You own the resulting code, workflows and data in your accounts, with documentation and a working team handover.
A custom build. A clear proposal.
Let’s shape your CRM & Lead Follow-up.
Tell us where the work gets stuck and what you already use. We’ll map a useful starting point and prepare your custom quote.