A browser workspace for customer follow-up
Pick up the conversation where you left it.
Keep the contact, current stage and next conversation note together. Try the real customer tracker below, then take the same project into the app.
Try a customerBrowser trial · fictional starting data
Preparing your browser example…
Signed in or out, this trial uses separate browser guest data for up to 7 days. Continue explicitly to the app with the same project. Review the transfer result and account limits when signing in.
See who is waiting for an answer.
Change this customer's stage. The label and project counts update from the same saved record. Use your own stage definitions in the app.
Preparing your browser example…
Leave yourself a useful next sentence.
Keep the context beside the contact. Edit one customer note here; this is a single notes field, not an automatic call history or reminder service.
Preparing your browser example…
One customer, useful context.
Switch between the native table and cards, search your list, or adapt fields and stages to your process. Contact details and notes stay attached to each customer.
New blank project / New example project
New projects keep your current project. The free browser limit is 3 projects; no existing work is cleared.
Contact details
Keep business, person, phone and email in one record.
Custom stages
Set labels and colors for your follow-up process in the app.
Customer notes
One editable notes field per customer, without invented activity history.
Table & cards
Use the same records in either native app view.
Search & filters
Find customers and narrow the list by progress in the app.
Excel · Pro
Excel import and export require this app's Pro plan.
Free
Start with a small, useful list.
3 projects · 25 customers per project. Custom stages, fields and notes included.
Try a customerCustomer Follow Up Pro
Unlimited projects and customers, plus Excel import/export for Customer Follow Up Pro.
$9.95 /month
Annual billing: $99.50
Upgrade to Pro
CrowgridWe build focused, single-purpose tools that do one thing well. No bloat, no complexity—just clarity and simplicity.
Frequently asked questions
How is this different from a full CRM?
Customer Follow Up is designed to be simple and focused. No complex pipelines, automation rules, or steep learning curves — just effective contact and follow-up management.
Can I customize the fields?
Yes. You can add unlimited custom fields from Settings. Each field can be a text input tailored to your specific needs.
Can I define my own progress stages?
Yes. Go to Settings to create, rename, reorder, and color-code your progress stages to match your sales process.
How is guest work saved?
Guest work is stored temporarily in this browser. When signing in, check the transfer result and account limits before relying on an account copy.