Free Sales Follow-up Software for Windows
Never miss a sales follow-up: schedule calls, emails and WhatsApp messages, get reminded before they are due, and keep a timeline of every conversation.
Sales Follow-up Automation 1.0.0 · Free to download · No sign-up · Windows 10, 11 and Windows Server
What is Sales Follow-up Automation?
Sales Follow-up Automation is free sales follow-up software that you install on your own Windows PC or server. Instead of a complex CRM, it does four things well: a list of your leads, a schedule of what to do next, reminders before each follow-up is due, and a timeline of everything that was said.
Your team opens it in any browser, on a desktop or a phone, on your office network. Your leads and conversation history stay in your own Microsoft SQL Server database, with no monthly fee or per-user charge.
Use it as a follow-up reminder app, a sales follow-up tracker and a follow-up calendar for your whole team. Every call, email and WhatsApp conversation is logged, so customer follow-up never depends on someone’s memory.
Features
Daily follow-up dashboard
Start each day with today’s follow-ups, overdue items highlighted in red, upcoming tasks, your lead pipeline and recent activity.
Call, email and WhatsApp follow-ups
Schedule each follow-up with a date, time, priority and agenda, using shortcuts such as “Next business day” or “Next week”. Reschedule or cancel in one click.
Email reminders and a daily digest
Get one email before each follow-up, from 5 minutes to 1 day ahead, plus an optional morning digest of today’s and overdue follow-ups.
Record outcomes and next steps
After each conversation, record notes and the customer’s response, update the lead status and schedule the next follow-up in the same form.
Follow-up calendar
See follow-ups by month, week or agenda, coloured by priority, overdue and completed. Click a day to schedule a new one.
Searchable conversation history
Search every recorded conversation by notes, customer response or lead, and filter by method and date range for weekly reports.
Lead pipeline
Track each lead from New, Contacted and Interested through Proposal Sent and Negotiation to Won or Lost. Closing a lead cancels its pending follow-ups.
Salespeople and administrators
Salespeople see only their own leads. Administrators see every lead, assign leads to salespeople and manage user accounts.
Who it is for, and how to set it up
Made for
- Sales teams that lose deals because follow-ups are forgotten
- Small businesses that follow up by phone and WhatsApp
- Sales managers who need to see every lead and who owns it
- Teams that want a simple tool rather than a full CRM
You will need
- 64-bit Windows 10, 11 or Windows Server 2016 or later
- Microsoft SQL Server 2016 or later (Express is enough), already installed
- An SMTP email account for reminders (optional, can be added later)
Get started
- Run the installer as an administrator.
- Enter your SQL Server details, the web port and your first administrator’s email and password.
- Optionally add your SMTP settings for reminders, then open “Sales Follow-up” from the Start menu.
The installation guide has every step. The setup creates the database for you; download the database script only if you prefer to create it by hand.
Sales Follow-up Automation FAQ
Yes. You can download the installer, user manual, installation guide and database script at no cost, with no sign-up.
Yes. It works in any phone browser, with nothing to install, and you can add it to your home screen. Your phone must be able to reach the server, for example on the office Wi-Fi or a VPN.
Each salesperson chooses when to get a reminder email, from 5 minutes to 1 day before each follow-up, and can turn on a daily morning digest. Reminders need an SMTP email account, which you can add during setup or later.
Yes. Call, Email and WhatsApp are follow-up methods, and the lead page has a WhatsApp button that opens a chat with the lead.
No. The app is self-contained and runs as a Windows service. You only need Microsoft SQL Server, and the free Express edition works.
Uninstalling removes the service, files, settings and firewall rule, but keeps the database. Running a newer installer upgrades in place and keeps your settings.
Related searches
- free sales follow-up software
- follow-up reminder software
- sales follow-up tracker
- follow-up management system
- lead follow-up software
- sales reminder app
- customer follow-up software
- WhatsApp follow-up tracker
- sales activity tracker
- follow-up calendar
- simple CRM for small business
- self-hosted sales software
Need help installing?
Watch the video for each product first: it covers installation and everyday use. If you are still stuck, email us with the product name and what you see on screen.