//01CLVRD CRM · FollowThrough

Stop losing customers to missed follow-ups.

FollowThrough is the follow-up system for small businesses. Track leads, assign next steps, automate reminders, and bring customers back — without spreadsheets or messy CRM tools.

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Free trial · No blank-CRM setup · Import in minutes

//02Why FollowThrough

Most businesses don't have a lead problem. They have a follow-through problem.

The deal rarely dies on the first call. It dies in the gap after — the quote nobody chased, the customer nobody checked on. FollowThrough closes that gap.

Next step, always visible

Every contact carries an assigned next step and due date, so your team opens the day knowing exactly who to chase.

Reminders that fire themselves

Lifecycle emails, callbacks, and check-ins go out on schedule — missed follow-ups stop quietly costing you revenue.

No blank-CRM setup

Start from proven templates for new leads, missed calls, quote follow-ups, first visits, or win-backs. Not an empty grid.

One system, not five tabs

Pipeline, tasks, customer timelines, campaigns, and loyalty live together — no spreadsheets, no app-switching.

follow.clvrd.com

FollowThrough

Dashboard

Hi, Alex 👋

Total leads

248

Due today

7

Overdue

3

Pipeline

$42.8k

3 leads have gone quiet.FollowThrough drafted re-engagement emails — review & send.

Follow-ups for today

SC

Sarah Chen

Send quote follow-up

Due today
MA

Mike's Auto

Check in after service

Overdue 2d
DL

Dana Lee

Book first visit

Tomorrow

↑ Click the menu — it's the real layout

//03Automated follow-up

It doesn't just store contacts. It tells you who to chase today.

Click through the demo — it's the real layout. A proactive layer reads your pipeline and surfaces the next step before it slips.

Today's follow-ups

Open to a clean list of overdue, due-today, and upcoming next steps — sorted so the most urgent sits on top.

AI re-engagement

When a lead goes quiet, FollowThrough drafts a re-engagement email you can review and send in a tap.

Pipeline at a glance

Move deals from new lead to won across visual stages, with value totals that update as you go.

Templates & sequences

Trigger a multi-step follow-up sequence from a single template — no manual scheduling, nothing forgotten.

//04Everything in one place

The whole customer lifecycle — from first lead to loyal regular.

Contacts & timelines

Every call, email, note, and visit on one customer timeline — the full history at a glance.

Pipeline tracking

Visual stages from new lead to won, with deal value and win-rate baked in.

Tasks & reminders

Assign next steps with due dates and owners so nothing falls through the cracks.

Automated sequences

Lifecycle emails, callbacks, and check-ins that fire on schedule, hands-free.

Campaigns

Send branded broadcasts from your own verified sending domain, or our default sender.

Loyalty & check-ins

Bring customers back with points and a fast QR check-in for repeat visits.

Reports

Follow-up completion, pipeline value, and wins by period — see what's actually moving.

Team accountability

See who owns what, what's overdue, and where the team needs to step in.

//05Questions

Frequently asked

Is FollowThrough a full CRM?

FollowThrough includes CRM-style customer management, but it's built around follow-up, retention, and next steps — not heavy sales admin. It also handles campaigns, loyalty, reporting, and team accountability in the same system.

How is it different from a spreadsheet or a big CRM?

Spreadsheets get messy and big CRMs get ignored. FollowThrough keeps the next step visible: every contact has an assigned action and due date, reminders fire on their own, and your dashboard opens to exactly what's overdue and due today.

Do I need to connect my email domain?

No. If your verified sending domain is connected, FollowThrough sends from it for better deliverability and branding. If not, the platform falls back to a default sender so you can start immediately.

Can I import my existing contacts?

Yes. Import your contacts from a CSV and FollowThrough maps them into your pipeline, so you can assign next steps and start following up right away.

How much does FollowThrough cost?

You can start with a free trial. Paid plans — Solo, Growth, and Business — scale by contacts and team size, the two things that actually grow with a real business, with no surprise feature gates mid-workflow.

What devices does it work on?

FollowThrough runs in any modern browser and installs as an app on iPhone and Android (it's a progressive web app), so your dashboard, pipeline, and follow-ups work the same on phone, tablet, and desktop.

Never let a follow-up slip again.

Track leads, automate reminders, and bring customers back. Free to start.

Open FollowThrough →