Client Follow-Up Book by WiseYears Apps
$13.99
Browser app to keep clients, follow-ups, appointments and a simple pipeline. Works offline. Works in the browser on any device. No account.
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See how it works
The screenshots below are from the app, in the order you work through them.
Step 1
Open the app in your web browser on your phone, tablet, or computer.
What's inside
- A home screen for follow-ups due today and overdue, plus the next birthday
- Client cards with stage, priority, source, last contact and next follow-up
- Call, text and email buttons that open the apps on this device
- Appointments in date order, and a pipeline from New lead to Past client
- Upcoming birthdays for the next 30 days (month and day; year is optional)
- Backup and Restore, CSV upload and export, plus Print
- Works offline. Works in the browser on any device. No account.
- This is an app, not a spreadsheet file.
Who it's for
- Small service businesses keeping a client book
- Anyone who needs the next follow-up and appointment in one place
- Anyone who wants a browser app that works offline, with no account
Details
A follow-up that lives in a notes app is easy to miss. This browser app opens on who to contact today, flags overdue follow-ups, and keeps appointments, a simple pipeline and client birthdays in one place.
Call, text and email buttons open the apps on this device. The book does not send messages and does not track money. Records stay on this device. After you buy, you get a link and a PDF guide with the unlock code. Works in the browser on any device.
This is an app, not a spreadsheet file. There is no account and no monthly fee.
Before you buy
Organizational tool, not tax, legal, or financial advice. It does not send messages, create invoices, or track money.
Runs in the browser. This is an app, not a spreadsheet. Checkout and delivery open in a new tab.
Checkout and delivery open in a new tab. One purchase is for your own bookkeeping.
