Staff
My Desk
The day opens on your own work. Not the whole company database.
- My Desk
- My Leads & Clients
- My Calendar
- Assigned follow-ups
- Customer communication
- Daily workload
For small businesses and small teams
Keep every lead, follow-up, and customer conversation on track.
FollowDeck gives small teams one practical workspace for leads, follow-ups, email, calls, calendars, Playbooks, and client history — without the complexity of a giant CRM.
Placeholder — not the live app
My Desk
Staff dashboard: assigned businesses and leads, follow-ups, recent activity, and the daily workload. Demo data only.
The problem
Follow-up gets messy when the work is spread everywhere.
Leads live in notes. Follow-ups live in someone’s memory. Emails sit in separate inboxes. Calls are hard to track. A calendar by itself does not show the whole customer story.
FollowDeck brings that daily work together so the team can see who owns the client, what happened last, what needs to happen next, who is responsible, and when it is scheduled.
- Small-business owners
- Sales representatives
- Service businesses
- Consultants
- Contractors
- Referral and networking teams
- Local B2B providers
How it works
From new lead to next action.
The path is short on purpose. A small team should be able to see it without a manual.
01
Add the Lead
Put the business, a contact, and where the lead came from on one record.
02
Assign a Primary Rep
One person owns the relationship. Everyone else can see that name.
03
Schedule the Follow-Up
The next call, email, or visit gets a date, instead of living in memory.
04
Communicate
Email, call, or meet from the customer record, not from a side inbox.
05
Keep the History
What happened, and who actually did it, stays on that customer.
06
Stay Ahead
The next action stays visible. An owner can see it without taking the desk.
Virtual office
Give every rep a desk without losing the company view.
Staff open FollowDeck to their own work first — their leads, clients, follow-ups, calendar, communication, and daily priorities.
Owners and admins can step back and see the entire office. When one employee helps another, FollowDeck records who did the work without quietly transferring the client.
Owner and Admin
Office Overview
Step back and see the office: ownership, load, and what is still unassigned.
- Office Overview
- All Company Records
- Office Calendar
- Team workload
- Rep filtering
- Unassigned work
- Company activity
Staff see the work on their desk. Owners see the whole office.
Placeholder — not the live app
Office Overview
Owner or Admin view across the company. Demo data only.
Capabilities
The daily tools, not every switch in the building.
These are the parts a small team uses to keep follow-up moving.
My Desk
Each person starts with their own clients, leads, follow-ups, recent activity, and the day’s workload.
Office Overview
Owners and admins can see the company: who owns each client, what is open, and what is unassigned.
Follow-Ups
Calls, emails, and visits with due dates, priority, assignment, and a clear done or overdue state.
Calendar
My Calendar for staff. Office Calendar for owners and admins. Month, week, and day, tied to the work.
Customer Email
Send and receive mail on the customer record, so a reply does not vanish into a personal inbox.
Calling
Call from the client record. The conversation stays with the email, notes, and follow-ups.
Activity Timeline
One history of what happened, who did it, and what should happen next.
Playbooks
A repeatable process for sales, onboarding, estimates, support, or outreach — written down once.
Custom Tracking
Extra fields for the details your work actually needs, without rebuilding the whole system.
Installable App
Use FollowDeck in the browser, or install it like an app where the device supports it.
Calendar
A calendar built around the work, not separate from it.
Schedule customer calls, visits, email follow-ups, and internal events — a staff meeting, a training, a networking lunch — in the same place as the customer.
Staff see My Calendar. Owners and admins can see the Office Calendar, in month, week, or day. When plans change, the appointment can be moved.
Placeholder — not the live app
Calendar month
Month view with scheduled follow-ups. Demo companies only.
Communication
Keep the conversation attached to the client.
Send customer email, work Incoming Mail, make calls, and leave the history on the right business record. A reply stays with that customer. A call records who placed it.
Placeholder — not the live app
Incoming Mail
Mail matched to a business, and mail that still needs to be linked. No private addresses.
Placeholder — not the live app
Calling
Calling from the client record. Do not include credentials, account IDs, or real phone numbers.
Activity timeline
One timeline shows what happened, who did it, and what should happen next.
Email, phone calls, notes, in-person meetings, and completed follow-ups stay on the customer. The person who did the work is named. The Primary Rep does not change unless someone means to change it.
Placeholder — not the live app
Business detail and timeline
One customer with the chronological history of calls, email, notes, and follow-ups.
Playbooks
Turn your best process into something the team can actually use.
Write the steps once for a kind of work you repeat. Staff can follow them. Owners and admins can maintain them.
- Sales Follow-Up
- Customer Onboarding
- Estimate Follow-Up
- Past Customer Re-engagement
- Technical Support
- Outreach
Placeholder — not the live app
Playbooks
A Playbook the team can read, such as sales follow-up or onboarding.
Owners and admins
See the office without standing over everyone’s shoulder.
Management can see who owns each client, what is scheduled, which follow-ups are open, what activity happened, who performed it, and which work is still unassigned.
The point is coordination. It is not a way to watch people.
Installable app
Use it in the browser, or install it like an app.
FollowDeck is a Progressive Web App. Where the device supports it, a small team can keep FollowDeck on a phone or computer without a separate app store install. When an update is ready, you choose when to refresh.
Questions
Straight answers.
See FollowDeck with your own customers.
Pricing is not published yet, and this site does not offer public signup. Request a demo if you want to walk through the workspace with your team.