Webnaa services
Never forget a client who asked about your service
One client asked for a price and never came back; you promised another a call and forgot. A client follow-up system keeps every client, their status and their next follow-up in one place, and reminds you and your team what to do today.
- Every client in one place
- Follow-up reminders
- Consultation is always free
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A record per client
Details, contacts and quotes together
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Clear statuses
New, following up, agreed
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Follow-up reminders
No follow-up forgotten
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Free consultation
Always, before you commit
Where do clients get lost?
In many businesses a client is not lost because the service is bad, but because nobody followed up. Enquiries arrive by WhatsApp, phone and the website, end up in scattered notes or nowhere at all, and on a busy day the client waiting for a quote is forgotten.
A client follow-up system (CRM) brings it all together: a card for each client with their source, status and last contact, a date for the next follow-up, and a daily list of what each team member has to do. We build it on the web so your team opens it on a computer or phone, around the way you sell.
Custom development-
All clients together
No scattered notes or duplicate sheets.
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Today's follow-ups
A list of who to contact today.
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A clear picture
New clients, deals agreed, and where the rest stop.
What your system can include
We pick what you really need with you and start with a simple first version that works.
Client card
Name, phone, source and interest, with a log of every contact, note and quote sent.
Client statuses
New, following up, quote sent, agreed, lost, or the statuses that match the way you sell.
Follow-up reminders
A next follow-up date for each client and a daily list of who to contact, so nobody is left waiting.
Quotes
Quotes linked to each client, showing what was sent, accepted or still waiting.
Team and permissions
Assign clients to staff; each person sees their own clients and tasks, and the manager sees everything.
Simple reports
New clients, follow-ups and deals for any period, with export to Excel.
Is a follow-up system right for you?
A good fit if
- You get many enquiries by WhatsApp, phone and your website
- You send quotes and need to follow them up until a deal
- You have a sales team or several people dealing with clients
- You sometimes forget a client you promised to get back to
You may not need it if
- You have few clients and a simple list is enough
- You need to organise appointments more than follow up clients, so a booking system fits better
- You need accounting and invoicing: approved accounting software is the right tool, and it can be connected to your system
How we build your system
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01
Free consultation
We learn where your clients come from, how you follow them up today and who is on your team.
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02
Written scope
Statuses, screens and permissions in the first version, with the timeline and price.
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03
Build and preview
We build it on a test link for your team to try before launch.
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04
Data import and training
We bring in your clients from Excel if you have them and walk your team through the system.
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05
Next stages
Once your team uses it, we add what they actually need.
How is the system priced?
There is no fixed price, since every business follows up clients differently. After the consultation we send a written quote with the scope, timeline and price, and work starts only once you approve it.
- Number of users and permissions
- Client statuses and screens needed
- Importing your current data from Excel or elsewhere
- Connecting to your website or other systems
Client follow-up system questions
Do enquiries from my website reach the system automatically?
Your website's contact form can be connected to the system, so every new enquiry is saved as a client with the status "new", with no copying by hand.
Can I contact clients on WhatsApp from the system?
Each client card has a button that opens a WhatsApp chat with them, and the team member then logs what happened in the client's record.
Can I bring in my current clients?
Yes. If your client data is in Excel or another sheet, we import it at launch after reviewing it with you.
Why not use a ready-made CRM?
Ready-made tools suit many companies, and we tell you plainly if one is enough for you. A custom system is built around the way you sell, with the statuses, screens and language your team works in.
Is the consultation really free?
Yes, the consultation is always free. We listen, suggest the right solution, and you pay nothing unless you approve a written quote.
Every client deserves a follow-up
Tell us how you follow up clients today and we will suggest a simple system that fits your team. The consultation is always free, with no commitment before the written quote.