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The intelligent follow-up system that automatically schedules touches, tracks every interaction, and turns your pipeline into predictable revenue.
500+ sales teams
Due Today
12
Overdue
3
Completed
0
Sarah Johnson
3-day check-in
Mike Peterson
Quote follow-up
Emily Chen
Future project
Due Today
12
Overdue
3
Completed
0
Sarah Johnson
3-day check-in
Mike Peterson
Quote follow-up
Emily Chen
Future project
0%
Average Close Rate Increase
0x
More Customer Touchpoints
0%
Follow-Up Completion Rate
0hrs
Saved Per Rep Per Day
Powerful Features
From lead capture to long-term customer relationships, EZPZ FollowUp handles the entire sales journey.
Start each day with a prioritized list of follow-ups. See overdue items first, then today's touches, all in one actionable view.
Never forget a follow-up. The system automatically schedules 3-day, 30-day, and custom cadence touches after every milestone.
Watch leads progress from New → Visited → Quoted → Sold with automatic stage updates and stale lead detection.
Capture future project interest at close and schedule 6-month and 12-month check-ins for repeat business opportunities.
Find any lead, job, or customer instantly. Search across your entire database with one keyboard shortcut (⌘K).
Assign leads to reps, track team performance, and ensure every customer gets consistent, timely follow-up.
Stale leads and overdue follow-ups are escalated automatically with daily digest emails and in-app notifications.
See the complete history of every customer interaction—calls, emails, notes, and outcomes—in one chronological view.
Automatically schedule review requests post-install and track warranty expiration for proactive service outreach.
Why EZPZ FollowUp
Most sales are lost not because of price—but because reps forget to follow up. We fix that.
Studies show 80% of sales require 5+ follow-ups, but most reps stop at 2. Our system ensures every lead gets the touches they need to convert.
Stop wondering where your next sale is coming from. See exactly how many leads are in each stage and when they’re due for follow-up.
No more sticky notes, spreadsheets, or trying to remember who to call. Start your day knowing exactly what needs attention.
Future project scheduling means you’re first to mind when customers are ready for their next project—6 months, 12 months, or beyond.
Automatic stale lead detection and lost lead recycling campaigns help you win back prospects that went cold.
Customize follow-up cadences with calls, emails, and texts. The system tracks outcomes and adjusts the sequence accordingly.
Enter your numbers below to see how much revenue you could be leaving on the table.
Total close rate = first-contact wins + follow-up wins. Set both to see how EZPZ boosts the follow-up slice.
Per closed sale
Typical revenue per job you win.
New leads received
How many new leads you get in an average month.
Leads that convert to sales
Overall % of all leads you close today (first contact + follow-ups).
Share of your wins that happen on the first call/visit
Example: if you close 40% of leads and 50% of those are first-touch, then 20% of all leads are first-contact wins.
Expected boost to follow-up close portion
How much better your follow-up wins get with EZPZ. We’ll cap the math so total close rate never exceeds 100%.
Close rate breakdown
35.0% total = first-contact wins + follow-up wins.
Industry Facts
First-Contact Wins
9/mo deals
~$74,375/mo from first-touch wins
Follow-Up Wins Today
9/mo deals
~$74,375/mo from follow-up-driven wins
Potential Additional Wins with EZPZ
4/mo deals
+$37,188/mo and +$446,250/yr with better follow-up
Monthly Impact
+$37,188
Annual Impact
+$446,250
Follow-up lift of ~50% pushes total close rate to ~43.8%.
No credit card required • Set up in under 5 minutes
"We were losing $180K annually just from leads that went cold. EZPZ FollowUp helped us recover over 60% of those opportunities."
— Jennifer Walsh, Sales Manager
How It Works
EZPZ FollowUp automates the tedious parts of sales so you can focus on what you do best—building relationships and closing deals.
Quick-capture new leads in seconds. The system automatically assigns reps and schedules the first follow-up.
Each morning, see exactly who needs a touch. Log calls, send emails, and record outcomes—all tracked automatically.
When you close, the system schedules post-install check-ins, review requests, and future project follow-ups.
Stay top-of-mind with warranty check-ins and future project touches. Turn one sale into a lifetime customer.
Sarah Johnson
3-day check-in
9:00 AM
Mike Peterson
Quote follow-up
10:30 AM
Emily Chen
Future project
2:00 PM
Success Stories
Before EZPZ, I was losing track of at least 5 leads a week. Now I close 30% more deals because I never miss a follow-up.
Marcus Thompson
Senior Sales Rep
The future project pipeline alone has generated an extra $150K in repeat business this year. It's like money we were leaving on the table.
Jennifer Walsh
Sales Manager
My team went from scattered sticky notes to a unified system overnight. Onboarding new reps is 10x faster now.
David Kim
VP of Sales
Join hundreds of sales teams who’ve transformed their follow-up process and boosted their close rate.