FollowThrough
follow.clvrd.com
What it is
FollowThrough helps small businesses track leads, set next steps, automate reminders, and encourage customers to return. Its tools include CRM and pipeline tracking, tasks, lifecycle email automation, campaigns, loyalty programs, reports, and an owner dashboard. Users can start from templates for new leads, missed calls, quote follow-ups, first visits, or inactive customers, then add contacts manually or import a CSV. Digital loyalty passes can be sent by email; customers can track progress and use QR codes for check-ins. The Free plan costs $0/forever for one user and up to 25 contacts, with pipeline, tasks, and email notifications. Paid plans start at $29/month and include a 14-day free trial with no credit card required. Solo lists Square and Clover integrations, while public API access is included in Growth. FollowThrough is available on Android, iOS, and the web, with API availability listed. The maker describes it as built for owner-led businesses, including salons, car washes, restaurants, gyms, and spas.
Spec sheet
- What it does
- FollowThrough is a follow-up system for small businesses that tracks leads, assigns next steps, automates reminders, and supports customer retention.Read 14 Oct 2026 · follow.clvrd.com
- Purpose
- FollowThrough helps small businesses track leads, assign next steps, automate reminders, and bring customers back.Read 28 Sep 2026 · follow.clvrd.com
- Audience
- The maker describes FollowThrough as built for owner-led small businesses and businesses such as salons, car washes, restaurants, gyms, and spas.Read 28 Sep 2026 · follow.clvrd.com
- Trial
- Paid plans include a 14-day free trial, and the pricing page says no credit card is required.Read 28 Sep 2026 · follow.clvrd.com
- API
- The Growth plan includes public API access.Read 28 Sep 2026 · follow.clvrd.com
- Integrations
- The Solo plan lists Square and Clover integrations.Read 14 Oct 2026 · follow.clvrd.com
- Privacy
- CLVRD's privacy policy says it does not sell submitted information and does not use third-party advertising cookies or retargeting pixels on its website.Read 14 Oct 2026 · clvrd.com
- Support
- Business includes priority support.Read 14 Oct 2026 · follow.clvrd.com
- Headquarters
- British Columbia, CanadaRead 28 Sep 2026 · follow.clvrd.com
- Maker
- CLVRD describes itself as a digital agency and custom software company building websites, apps, marketing services, brands, and AI integrations.Read 14 Oct 2026 · clvrd.com
- AI limits
- Solo includes 15 AI summaries per day, Growth includes unlimited AI report summaries, and Business includes unlimited AI usage in a team pool.Read 28 Sep 2026 · follow.clvrd.com
- AI re-engagement
- When a lead goes quiet, the system can draft a re-engagement email for review and sending.Read 14 Oct 2026 · clvrd.com
- AI summaries
- CLVRD AI summaries condense report screens into short operational guidance when the configured AI provider and cache tables are available.Read 14 Oct 2026 · follow.clvrd.com
- Campaigns
- Campaigns send outbound email to contact segments while respecting preferences and unsubscribe behavior.Read 14 Oct 2026 · follow.clvrd.com
- Contact limits
- The Solo plan allows up to 500 contacts and Growth allows up to 2,500 contacts; Business lists unlimited contacts.Read 28 Sep 2026 · follow.clvrd.com
- Core tools
- The product includes CRM and pipeline tracking, tasks, follow-up reminders, lifecycle email automation, campaigns, loyalty programs, reports, and an owner dashboard.Read 28 Sep 2026 · follow.clvrd.com
- CRM and pipelines
- The product provides contact records, customizable pipelines, deal stages, notes, and customer timelines.Read 14 Oct 2026 · follow.clvrd.com
- CSV import
- Contacts can be imported from CSV or added manually, then assigned an owner, date, and next step.Read 14 Oct 2026 · follow.clvrd.com
- Custom fields
- Workspaces can select business-type property packs and later customize fields.Read 14 Oct 2026 · follow.clvrd.com
- Documentation
- The public knowledge base covers setup, contacts, pipelines, tasks, automations, campaigns, templates, domains, loyalty, analytics, settings, teams, and billing.Read 14 Oct 2026 · follow.clvrd.com
- Follow-up automation
- Its Automations Center includes Follow-Up Recovery, which can detect quiet contacts, avoid duplicate nudges, create tasks, and send emails.Read 14 Oct 2026 · follow.clvrd.com
- Free plan limits
- The Free plan includes one user and up to 25 contacts, with pipeline and tasks plus email notifications.Read 28 Sep 2026 · follow.clvrd.com
- Licence
- The pages reviewed do not state an open-source licence or provide source-code licensing terms.Read 14 Oct 2026 · follow.clvrd.com
- Lifecycle email
- Lifecycle emails, callbacks, reminders, and check-ins can run on schedules without manual sending.Read 14 Oct 2026 · clvrd.com
- Loyalty
- Loyalty programs support rewards, customer enrollment, progress tracking, digital passes, and QR check-ins.Read 14 Oct 2026 · follow.clvrd.com
- Maker location
- CLVRD publishes British Columbia, Canada as its location.Read 14 Oct 2026 · clvrd.com
- Maker products
- CLVRD lists FollowThrough alongside its Budget, FitOS, and Marketing Cloud products as apps built in-house.Read 14 Oct 2026 · clvrd.com
- Plan limitation: booking
- The booking and operations module starts with Growth.Read 14 Oct 2026 · follow.clvrd.com
- Plan limitation: SMS
- SMS messaging is unavailable on Free and begins with Solo at 100 messages per month; Growth provides unlimited SMS.Read 14 Oct 2026 · follow.clvrd.com
- Plan limitation: team controls
- Team dashboard, activity feed, role-based access, shared templates, and priority support are reserved for Business.Read 14 Oct 2026 · follow.clvrd.com
- Public API
- Public API access is included in the Growth plan.Read 14 Oct 2026 · follow.clvrd.com
- QR check-in
- Customers can scan a QR code at a counter, with visits synchronized to contact history and loyalty progress.Read 14 Oct 2026 · follow.clvrd.com
- Reports
- Reports cover customer behavior, retention, busy periods, email outcomes, follow-up completion, pipeline value, and wins by period.Read 14 Oct 2026 · follow.clvrd.com
- Retention
- Contacts can receive digital loyalty passes by email, track progress, and use QR codes for check-ins.Read 28 Sep 2026 · follow.clvrd.com
- Sending domain
- FollowThrough uses a connected verified sending domain when available and otherwise falls back to a default sender.Read 28 Sep 2026 · follow.clvrd.com
- Sending domains
- A verified sending domain can be used for branded email; otherwise the service uses a default sender.Read 14 Oct 2026 · follow.clvrd.com
- Sequences
- Multi-step follow-up sequences can be triggered from a template.Read 14 Oct 2026 · clvrd.com
- System requirements
- The CRM page says FollowThrough runs in any modern browser and installs on iPhone and Android as a progressive web app.Read 14 Oct 2026 · clvrd.com
- Tasks
- Tasks can represent calls, proposals, reminders, and operational next steps, and can be created manually or by automations.Read 14 Oct 2026 · follow.clvrd.com
- Templates
- Reusable outbound templates support repeated check-ins, proposal follow-ups, and reactivation workflows.Read 14 Oct 2026 · follow.clvrd.com
- Trial terms
- Paid plans have a 14-day free trial, require no credit card, and can be canceled at any time.Read 14 Oct 2026 · follow.clvrd.com
- Workflow setup
- Users can start from templates for new leads, missed calls, quote follow-ups, first visits, or inactive customers, then import contacts from a CSV or add them manually.Read 28 Sep 2026 · follow.clvrd.com
Plans and prices
Strong points and limits
Strong points
- Free plan for one user and 25 contacts
- Templates for common follow-up workflows
- Loyalty passes with QR check-ins
- 14-day paid-plan trial, no card required
Limits
- Free plan is limited to 25 contacts
- Solo is limited to 500 contacts
- Public API access is listed for Growth
Who it suits
FollowThrough suits owner-led small businesses that need a simple way to organize leads, follow-ups, and customer retention. Its listed examples include salons, car washes, restaurants, gyms, and spas.
FollowThrough in depth
Read the full write-up
FollowThrough brings lead tracking, follow-up automation and customer-retention tools into one platform for small businesses. It is best suited to owner-led service businesses that want to manage prospects and repeat visits together. The main trade-off is scale: the lower tiers are single-user, and even Business tops out at 10 users.
Overview
FollowThrough combines a CRM and sales pipeline with tasks, reminders, email automation, campaigns, reports and an owner dashboard. Templates for new leads, missed calls, quote follow-ups, first visits and inactive customers give businesses a practical starting point for recurring workflows; contacts can be added manually or imported from CSV.
Its retention tools extend beyond lead management. Customers can receive digital loyalty passes by email, track progress and check in with QR codes. Email uses a connected, verified sending domain when available and otherwise falls back to a default sender.
Key features
Pipeline and reminders: The Free plan covers a basic pipeline and tasks, while Solo adds full pipeline management and unlimited tasks and reminders. That makes Free a way to organize a small contact list, not a substitute for Solo’s full follow-up workflow.
Campaigns and automation: Solo includes outbound email, templates and 100 SMS messages per month. Growth raises SMS to unlimited and adds multi-step email sequences, better suited to businesses running sustained outreach rather than occasional follow-ups.
Loyalty and operations: Growth adds loyalty and rewards alongside booking and operations tools. Digital passes and QR check-ins make the loyalty feature relevant to businesses built around repeat visits.
Reporting and AI: Solo includes retention and behavior reports and 15 AI summaries per day. Growth adds the full AI suite, including deal autopsy, playbook and writer, plus unlimited AI report summaries. Business allows unlimited AI usage within a team pool.
Integrations and API: Square and Clover integrations are included with Solo. Public API access begins with Growth.
Pricing
The Free plan costs $0/ forever and permits one user and up to 25 contacts, with pipeline, tasks and email notifications. It is a narrow but useful starting point; the contact cap makes it a poor fit once a business has a substantial customer list.
Solo costs $29/ month for one user and up to 500 contacts. It adds unlimited tasks and reminders, full pipeline management, outbound email and templates, 100 SMS messages per month, Square and Clover integrations, retention and behavior reports, and 15 AI summaries per day. This is the sensible paid entry point for a solo operator who needs active follow-up and integrations but can work within the contact and messaging caps.
Growth costs $69/ month and remains limited to one user, but raises the contact allowance to 2,500. It includes everything in Solo, multi-step email sequences, unlimited SMS, the full AI suite, unlimited AI report summaries, loyalty and rewards, booking and operations, and one branded sending domain. It fits a single-user business that needs more outreach capacity or retention and booking tools; it does not solve the need for multiple seats.
Business costs $149/ month for up to 10 users and unlimited contacts. It includes everything in Growth, plus a team dashboard and activity feed, role-based access control, shared templates and sequences, multiple branded sending domains, unlimited AI usage in a team pool and priority support. It is the only listed tier for teams, but businesses needing more than 10 users will outgrow its stated seat limit. Paid plans have a 14-day free trial with no credit card required.
Platforms
FollowThrough runs on Android, iOS and the web, and offers an API. Public API access is included with Growth. That makes the service accessible across mobile and desktop workflows, while API use is gated above the entry paid tier.
Who it's for
The strongest fit is an owner-led small business that needs to manage leads and repeat customers in one place. Salons, car washes, restaurants, gyms and spas are among the business types it targets, particularly where reminders, campaigns and loyalty can support recurring visits. A business with more than 500 contacts, regular SMS outreach or loyalty needs will need at least Growth; a team needs Business.
It is less suitable for businesses that need multiple users on an inexpensive plan: Free, Solo and Growth each allow just one user, while Business supports up to 10. The 25-contact Free cap also makes it a limited long-term option for an established customer base.
Pros and cons
Pro: Pipeline, tasks, reminders, campaigns and loyalty tools share one system, which suits businesses that want follow-up and retention connected.
Pro: Workflow templates cover common service-business moments, reducing the setup needed to begin organizing routine follow-ups.
Pro: Growth removes the monthly SMS cap and adds multi-step email sequences, loyalty and booking tools for businesses with more developed outreach needs.
Con: The first three plans are single-user, so even a small team must pay $149/ month for Business.
Con: Free is capped at 25 contacts, while Solo’s 500-contact limit can also constrain a growing customer base.
Con: Solo’s 100 SMS messages per month may be restrictive for regular campaigns; unlimited messaging starts at $69/ month.
Alternatives
For salon-focused software, browse Salon Marketing Software. Consider WellnessLiving instead if classes and appointments booking, staff apps and POS matter more; its Starter plan is $62 a month billed annually and includes one staff member. Belliata is another salon option, with a free plan offering email reminders and support and a START plan at $20 a month.
SalonApp may fit a very small salon focused on appointments: its free plan allows 15 clients, 20 appointments per month and one staff member. Salonist is worth considering when free scheduling is the priority; its free Marketplace Listing includes 50 appointments per month, online booking, calendar and scheduling, and staff shift management.
Shore is an alternative. Barberly may suit barbers comparing per-barber pricing: a plan for 5+ team members is $9 a month per barber. Salonized is another alternative. Vagaro may be a fit for a business comparing location-based pricing; its One Location plan is $30 a month.
Verdict
Choose FollowThrough if you run an owner-led service business and want lead follow-up, customer campaigns and loyalty tools together, with a clear route from a small contact list to a team plan. Its main drawback is the steep step from one user to Business at $149/ month; businesses that need affordable multi-user access, or more than 10 seats, should look elsewhere.
Verdict
FollowThrough combines pipeline work and automated follow-up with retention features such as loyalty passes. The Free plan has tight contact and user limits; paid plans start at $29/month.
Where Specifiction places it
- Salon Marketing Software#2 of 469.2