ClientFollowUp
ClientFollowUp centralizes your customer data, reminders, tasks, and communication planning in one clean desktop experience. Replace messy spreadsheets and missed calls with a reliable daily workflow.
Built for teams that need fast follow-up execution, reliable tracking, and simple customer management.
One place to manage customer names, phone numbers, company details, and purchase history.
Country code + phone format support for cleaner WhatsApp and communication workflows.
Task timeline with due dates, completion tracking, notes, and follow-up reminders.
Tag-based customer segmentation (VIP, contractor, retail) for priority handling.
Built-in secure authentication to keep business records protected.
Import/export ready data model for backup and migration convenience.
Fast local desktop performance with SQLite storage for offline-friendly usage.
Mac and Windows build support for easy installation across teams.
Scalable architecture ready for premium modules and customization.
A quick visual walkthrough of key screens used daily by your operations team.
Start free, upgrade to Pro, or request custom modules for your business workflow.
Quick answers before you start using ClientFollowUp.
No. It works for solo operators, small teams, and growing businesses that need structured follow-up operations.
Yes. Core operations are desktop-local with SQLite, so your workflow stays available even with limited connectivity.
Yes. Pro includes WhatsApp-focused quick actions and communication workflow enhancements.
Yes. Import/export-ready architecture allows backup and migration when moving between systems.
Yes, ClientFollowUp is fully compatible with macOS. A dedicated installer is available for download.
Current stable release information.