Built
Engagement Intelligence™
Every contact gets a live 0–100 score with clear tiers — so your team prioritizes without spreadsheets.
Followvi™The customer follow-up platform for small businesses
Never miss a customer follow-up.
Followvi tells you who needs attention, why, and what to do next — so you close more deals and build lasting relationships.
- No credit card required
- Setup in minutes
- 14-day free trial
See who needs attention — and what to do next.
Follow-ups slip. Revenue slips with them.
Small businesses lose deals when outreach lives in inboxes, sticky notes, and memory. CRMs store the data — but leave the thinking to you.
Turn every interaction into action
See how Followvi connects engagement to the next best follow-up.
- 1
Quote Sent
Outreach starts
- 2
Opens Email
Customer engages
- 3
Score Rises
Interest detected
- 4
Task Created
Follow-up ready today
- 5
Opportunity Moves Forward
You take action
Built for relationship-driven businesses
Four of the industries we serve — see all for the full list.
Home Services
Keep quotes and service follow-ups from falling through the cracks.
Healthcare
Stay on top of patient and client outreach without a heavy CRM.
Insurance
Nurture policies, renewals, and referrals with clear next actions.
Professional Services
Proposals, check-ins, and referrals — without Salesforce overhead.
Intelligent. Simple. Powerful.
Built to answer three questions
Who needs attention?
Engagement scoring highlights Hot, Warm, Engaged, and Cold contacts automatically.
Why?
Activity and campaign signals explain what’s changing — without digging through reports.
What should I do next?
Follow-up tasks put the next call, email, or meeting on today’s list.
“Followvi helped us stop losing follow-ups to sticky notes.”
— Pilot Customer, Henderson Data Solutions
Built
Follow-Up Engine
Never forget calls, emails, meetings, quotes, renewals, or appointments. Today, overdue, and snooze — in one Follow-Up Center.
Coming soon
Opportunity Radar™
Followvi will continuously monitor engagement patterns and surface buying signals so you know exactly who needs attention.
See priorities, not just data
Today’s follow-ups, engagement tiers, and campaign results — designed to drive action.
Campaign results, SMTP health, and engagement in one view.
Integrations roadmap
We only label an integration Current when it works in product today.
Current
- Microsoft 365 / tenant SMTP
Planned
- Outlook
- Teams
Future
- QuickBooks
- Stripe (accounting)
What’s shipping vs what’s next
Current
- Contacts, tags, lists, and import
- Email campaigns with tracking
- Surveys & NPS
- Follow-Up Center
- Engagement Intelligence™
- Reports & billing
Coming soon
- Opportunity Radar™
- Next Best Action™
- Deeper Customer Timeline UI
Future
- AI-powered suggestions
- Additional integrations
Pricing that fits small teams
From Free to Pro — transparent monthly and annual rates.
Free
$0/mo
Get started with core contact management
Starter
$9.99/mo
For small teams starting outreach
Most Popular
Growth
$19.99/mo
Scale campaigns and follow-ups
Pro
$39.99/mo
Full power for growing businesses
Built for businesses that take trust seriously
- Built by JID Solutions Inc.
- Azure hosted
- Secure authentication
- Multi-tenant SaaS
- Privacy focused
FAQ
Is Followvi a CRM?
No. CRMs primarily store data. Followvi interprets engagement and drives the next follow-up — who needs attention, why, and what to do next.
Do I need a credit card to start?
No. Start a 14-day free trial without a card. Cancel anytime during the trial.
Can I send email from Microsoft 365?
Yes. Campaigns send through your tenant SMTP credentials, including Microsoft 365–compatible setups.
What is Opportunity Radar™?
A roadmap capability to detect buying intent from engagement patterns. It is Coming soon — not presented as shipped today.
Who is Followvi for?
Small-to-medium businesses (roughly 1–25 users) that rely on customer relationships — home services, professional services, contractors, sales teams, and more.
How do I get a demo?
Use Contact / Request Demo and we’ll follow up. Or start a free trial and explore at your own pace.
Start following up smarter today.
14-day free trial. No credit card required to start.
- No credit card required
- Setup in minutes
- 14-day free trial