03 · Follow Up
Follow-up System
Replace unclear spreadsheets and inbox handoffs with a focused system built around the real workflow.
The problem
Enquiries arrive, but nobody can easily see who owns them, what happened, or what should happen next.
Included
The smallest useful version.
- First standard Enquiries module
- Forms, standard views, and one simple workflow
- Status, owner, notes, and next action
- Basic roles and access
- Up to 3 users
- Managed hosting and small in-scope improvements
Not included
Clear boundaries keep it useful.
- Full ERP or CRM replacement
- Complex inventory or accounting logic
- Large data migration
- Unrestricted custom development
Where it fits
Start here, then connect only what helps.
01
Capture
Can customers become useful enquiries?
02
Respond & Qualify
Do customers get a useful first response?
03
Follow Up
Does the team know what happens next?
04
Understand & Improve
Can the business see what is working?
Add an Enquiry Dashboard when the data is ready to guide decisions.
Next step
Tell us where the flow is getting stuck.
We will start with Follow-up System selected and ask only for the context needed to recommend a sensible next step.