Follow Up CRM & Client Tracker

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About this app

Build better connections. FollowUp is the personal CRM built for independent operators — freelancers, consultants, real estate agents, and anyone whose income depends on strong client relationships.

▶ WHY FOLLOWUP?
Most CRMs are built for sales teams. FollowUp is different. It quietly captures every call, every note, and every task so you always know exactly where you stand with every client — no spreadsheets, no friction.

━━━ CORE FEATURES ━━━

📞 AUTOMATIC CALL MATCHING
Your call history is matched to clients automatically using a robust 8-digit algorithm that works across country-code formats. No manual logging required.

👤 SMART CONTACT IMPORT
Import your existing contacts from your phone's address book in one tap. Alternate phone numbers are captured so no call ever goes unmatched.

📝 NOTES WITH SENTIMENT TRACKING
After every call or meeting, jot a note and tag it Positive, Neutral, or Negative. Over time you build a clear picture of the emotional arc of every relationship.

✅ TASKS & ACTION ITEMS
Link follow-up tasks to specific clients and get reminded before deadlines. Open any contact to see a full timeline — calls, notes, and tasks in one view.

━━━ OPTIONAL CLOUD SYNC ━━━

Your data lives on your device first. When you're ready:
• Google Drive Sync — stored in your own Google account. Complete privacy.
• Supabase Cloud Sync — real-time bidirectional database sync across devices.

🖥️ WEB DASHBOARD
Access your full client dossier from any desktop browser at follow-up-beta.vercel.app — perfect for weekly planning and deep-dive reviews.

━━━ WHO IT'S FOR ━━━

✔ Freelancers & consultants who need a full history of every client conversation
✔ Real estate & insurance agents managing long sales cycles
✔ Independent business owners who value the personal touch over generic CRM pipelines

━━━ PRIVACY & DATA ━━━

🔒 Offline-first — all data stored locally by default
🔒 Cloud sync is strictly opt-in
🔒 Your data is never sold or shared with third parties
🔒 Full data export available at any time
🔒 Delete your account and all cloud data at any time from within the app

Note: FollowUp uses READ_CONTACTS and READ_CALL_LOG permissions to match your call history to imported contacts. This matching happens entirely on your device. No contact or call data is transmitted without your explicit consent.

What’s new

FollowUp is a personal CRM for independent operators —
freelancers, consultants, and advisors who manage client
relationships through calls and conversations.

• Automatic call matching across all your phone numbers
• Notes with sentiment tracking after every interaction
• Action items linked to clients with due-date reminders
• Full contact timeline — calls, notes, and tasks in one view
• Optional cloud sync via Google Drive (Pro) or Supabase