One follow-up screen works the whole pipeline — lead, enquiry, quotation and order — each carrying its next follow-up date and ageing. Behind every row sits a Customer 360 record shared by billing, dispatch and service, so nothing about the customer is re-keyed or forgotten.
Follow-up here isn't a bolt-on. It grows out of the discipline every pipeline document already carries — a party, an owner, a next follow-up date — all sitting on the same enquiry and Customer 360 record.
The follow-up dashboard is a single screen parameterised by document type — lead, enquiry, quotation or order acceptance. Whichever stage you open, every open document shows its party, owner, next follow-up date and how long it has been ageing. A quotation awaiting a decision and a confirmed order in progress are chased with exactly the same habit, so nothing sits in a stage nobody is watching.
Working a row means logging what was done and scheduling what happens next: a note type, the action, the result and the next due date. Payment follow-up applies the same discipline to collection — open documents by amount, balance and due date. Because each entry is retained, a document can be behind, but its history can never be lost or argued about later.
Day-to-day follow-up rolls up into a management view. Enquiry-vs-order conversion reporting shows how many enquiries became orders — sliced by reference source and by salesperson — while the order-status roll-up and sales dashboard show where the open pipeline sits. Regretted enquiries stay in the numbers, so win rate reflects the whole pipeline, not just the deals that closed.
Every follow-up row points back to the same party master. The Customer 360 view gathers a customer's contacts, addresses, references, notes, agreed item rates and discounts, and contact groups — alongside the full document history of every enquiry, quotation, order and invoice. Because billing, dispatch and service read the same record, an agreed rate set once flows into the next quotation, and a customer's whole story is one click away.
One screen parameterised by lead, enquiry, quotation and order — each open document with its owner, next follow-up date and ageing.
Note type, action, result and next due date logged per follow-up and retained in full — the audit trail of how each deal was chased.
Open documents chased by amount, balance and due date — the same worklist habit applied to collection.
Enquiry-vs-order conversion, reference-wise and salesperson-wise, plus an order-status roll-up and sales dashboard.
Contacts, addresses, references, notes, agreed rates, discounts and contact groups on one shared party master.
Email, SMS and WhatsApp nudges for owners and escalation for stalled documents — no deal discovered cold at month-end.
Most lost pipeline isn't lost to a competitor — it's lost to a quote nobody followed up. New to the idea? Read what is CRM software?
Yes. The follow-up dashboard is one screen parameterised by document type — lead, enquiry, quotation or order acceptance. Whichever stage you open, every document appears with its owner, its next follow-up date and its ageing, so a salesperson works the whole pipeline from a single worklist instead of hunting through separate registers.
Customer 360 is the shared party master used as one customer record across the whole Fast Suite. It gathers a customer's contacts, addresses, references, notes, agreed item rates and discounts, contact groups, and the full document history — every enquiry, quotation, order and invoice. The same party record is used by billing, dispatch and service, so nothing about the customer is re-keyed.
Yes. Every open document carries a next follow-up date, and the dashboard ages each one against it. Overdue enquiries, quotations and orders stand out on the pending views, and reminder alerts on WhatsApp, email and SMS prompt the owner and escalate stalled documents so a sales head sees them while the deal is still live.
Yes. Conversion analytics compare enquiries against orders (enquiry-vs-order), broken down by reference source and by salesperson, alongside an order-status roll-up and a sales dashboard. Regretted enquiries are retained, so the funnel and win rate reflect the whole pipeline rather than only the deals that closed. Dhruv AI adds plain-English queries and deeper insight on top.
Yes. Agreed item rates and discounts are stored per customer on the party master and pulled into new quotations automatically. Every follow-up entry — note type, action, result and the next scheduled date — is retained on the document and party, giving a complete, audit-ready history of how each deal was chased.
Yes. A payment follow-up view lists open documents by amount, balance and due date with the same chasing discipline used for enquiries and quotations — next follow-up date, owner and logged notes — so collection follows the same worklist habit as the rest of the pipeline.
Live demo of the follow-up dashboard, Customer 360 and conversion analytics on a sales cycle like yours. No generic slideshow.
