From first enquiry to paid invoice, in one record
Most sales organisations lose deals in the gaps between stages. An enquiry sits unanswered, a quotation goes out with no follow-up date, an invoice is raised against the wrong deal. Folow exists to close those gaps.
- Try it
- A live instance is running at folow.livingtech.in. Open the platform
- The record
- One opportunity carries every stage, from first contact to settled payment.
- What it removes
- Follow-ups that depend on memory, and re-keying between systems.
- Deliberately narrow
- Folow is a sales platform. It is not a CRM replacement, an ERP or an accounting system.
- Before you ask
- There is no published price list, because the scope depends on your process and your integrations. Request a walkthrough
Eight stages, one continuous record.
Each stage has a clear owner and a clear next action. Nothing depends on somebody remembering.
Enquiry
Captured with source and context
Follow-up
Scheduled, not remembered
Conversation
Logged against the deal
Quotation
Issued from the same record
Negotiation
Terms tracked to a decision
Invoice
Raised and reconciled
Payment
Matched and confirmed
Sale
Closed and analysable
A pipeline you can actually read.
The board is deliberately plain: what stage each opportunity is in, what is at risk, and what needs attention today.
Pipeline board
Built around the stages, not around the software.
Every capability exists because the stage before it leaked into the stage after it.
Enquiry management
Every enquiry enters through the same door, whichever channel it came from, carrying its source, requirement and context. Duplicate submissions are detected rather than double-counted, and nothing sits unowned.
- Channel capture with source attribution
- Deduplication on contact and company
- Ownership and ageing visible per enquiry
Follow-ups
Follow-ups are sequences, not reminders. Each stage defines what happens next, and Folow schedules it. Nobody has to remember who they promised to call and by when.
- Sequenced follow-up plans per stage
- Overdue items surfaced rather than buried
- Templates with the deal context already filled in
Communication
Calls, emails and messages attach to the deal rather than to a personal mailbox. When someone leaves, the history of the relationship stays with the record.
- Calls, emails and messages logged to the deal
- Shared team visibility with personal notes kept private
- Templates and documents stored centrally
Quotations
Quotations are generated from the deal, versioned, and tracked. A sent quotation carries its own follow-up schedule, which removes the most common cause of a stalled deal.
- Versioned quotations with a clear current version
- Automatic follow-up scheduling after sending
- Line items, taxes and terms defined once
Negotiation
Counter-offers, revised terms and internal approvals are recorded against the same opportunity, so the final agreement has a visible history behind it.
- Revision history on every term
- Approval steps with an audit trail
- Win and loss reasons captured for review
Invoicing
Invoices are raised from the won deal, so the amounts, terms and customer details are already correct. Re-issuing a revised invoice does not create a new open item.
- Invoice generation from the accepted deal
- Credit notes and revisions handled explicitly
- Payment terms tracked per customer
Payments
Payments are matched to invoices and confirmed, with the unreconciled remainder always visible. Booking amounts, stage payments and settlement all handled in the same place.
- Payment recording and matching
- Outstanding balance per customer
- Export for accounting systems
Dashboard
The dashboard answers operational questions: what needs attention today, which deals are stale, and what is forecast to close. It does not display metrics nobody can act on.
- Attention queue for the working day
- Deal ageing and staleness
- Forecast by stage with stated assumptions
Reports
Funnel conversion, stage dwell time, win and loss reasons and team performance. Reports are built from the same record the team works in, so they need no reconciliation.
- Funnel conversion and stage timing
- Win and loss analysis
- Per-representative performance
Automation at the handover points.
Not automation for its own sake. Each rule below removes a step that was previously manual and error-prone.
Routes and assigns
Enquiries are classified by requirement and value, routed to the right person, and acknowledged before anyone has looked at it.
Chases without nagging
Stalled deals raise a notification with the context attached, so the follow-up is a decision rather than a discovery.
Closes the loop
On payment, the invoice is settled, the deal is closed and the win reason is recorded for the funnel analysis.
Where AI helps, and where it does not.
These are the areas we think are genuinely worth applying intelligence to inside a sales workflow, and the reasoning behind each.
Reading the enquiry properly
Free-text enquiries carry a requirement in them: product, quantity, urgency, budget signal. Extraction turns that into structured fields so routing and prioritisation stop depending on who read it first.
- Requirement, quantity and urgency extracted
- Low-confidence fields queued for human confirmation
- Original text always retained alongside the extraction
The message you meant to send
A follow-up drafted from the deal history and the stage, ready for a person to read, adjust and send. The approval step is the point: a drafted message is never sent automatically.
- Drafts grounded in the deal record
- Always reviewed by the owner before sending
- Feedback captured to improve the next draft
First draft, not final answer
Pricing and description drafted from approved catalogues and comparable quotations. Line items and totals remain under human control before anything is issued to a customer.
- Sourced from approved catalogue data
- Priced against defined, versioned rules
- Totals verified and approved before issue
Where we would stop
Pricing decisions, discount approvals, contract commitments and customer-facing statements of terms are consequential. Folow keeps a person accountable for all of them, and automation stops at the boundary.
- Final pricing and discount authority
- Contractual commitments
- Anything a customer could reasonably rely on
No invented pricing or customer numbers.
Folow is scoped against the shape of your sales process, the number of people who need access and the systems it has to connect to. Those inputs are not knowable from a marketing page, so we do not publish a number that would be wrong.
- No published price list or seat-based tiers
- No claimed customer counts, usage figures or testimonials
- No performance claims we cannot substantiate
Request a walkthrough
We will run Folow against your actual enquiry-to-sale process, including the stages it does not handle well. If it is the wrong shape, we will say so and point you at what would fit.
- A walk through the pipeline and enquiry views
- Your integration requirements assessed honestly
- A written summary of what a rollout would involve
See Folow against your own process.
Bring your current enquiry-to-sale workflow. We will show you where Folow fits, where it does not, and what integration would be required.