FollowUp Personal CRM

FollowUp Personal CRM

Tool: FollowUp
Best For: Building relationships and making sales

Relationship maintenance underpins your success as a business. But with so many pressing day-to-day items, your touch points with current and future clients can dwindle.

FollowUp - an intelligent, simple Personal CRM - helps you continue to connect effortlessly. It’s built to live inside Gmail so you can stay on top of your network as you communicate in real time. It’s incredibly intuitive, and most importantly, sustainable.

FollowUp’s features include:

  • Notifications and reminders to follow up with contacts
  • Search conversations, the last time you spoke, and their contact information.
  • Tags and filters by profession, location, event, etc.
  • Schedule events directly from Gmail
  • Optional note-taking on contact files including timeline and personal details

Your Briefcase membership gives you access to:

  • Two-Way Contact Sync
  • Unlimited Contacts
  • Unlimited Notes
  • Unlimited Reminders
  • Unlimited Events
  • Unlimited FollowUps
  • 5 email addresses per account

Keep getting things done and let FollowUp worry about keeping you in contact with your network.

Value: $358/year // Included in your Briefcase Membership