Never miss a follow-up. Never lose a lead.
CFM keeps your walk-ins, leads, and follow-ups organized in one place — with reminders, team reports, and WhatsApp & SMS reach — so your team spends less time tracking and more time converting.
Free plan available · No credit card required to onboard
Total Leads
248
+12%
Follow-ups Today
16
4 done
Conversion
32%
+5%
Leads this year
MonthlyToday's follow-ups
Rahul Sharma
10:30 AM
Priya Patel
12:00 PM
Amit Verma
3:15 PM
Sneha Iyer
5:00 PM
Built for teams that live on follow-ups
Everything your sales team needs, nothing it doesn't
From the first walk-in to the closing follow-up, CFM covers the entire journey — without the bloat of a heavyweight CRM.
Leads & Walk-ins
Capture every enquiry the moment it happens — walk-ins, calls, or your shareable public lead form. Track source, product interest, and status in one place.
Follow-up Reminders
Today, upcoming, and missed views make sure no follow-up slips through. Reschedule, add outcomes, and keep the conversation moving.
Customer Database
Converted leads become customers automatically. Keep a clean, searchable record of everyone you've done business with.
Calendar View
See your whole pipeline on a calendar — every scheduled follow-up and activity, day by day, for you or your whole team.
Reports & Insights
End-of-day summaries, team performance, and conversion reports — exportable, filterable, and ready for your next review meeting.
Roles & Permissions
Granular, permission-based access for admins and staff. Everyone sees exactly what they need — nothing more.
WhatsApp, SMS & Push
Reach customers on the channels they actually read. Reusable SMS templates plus in-app and push notifications for your team.
Import & Export
Bring your existing leads in with CSV import (sample templates included) and export any list whenever you need it.
From sign-up to first conversion in minutes
No consultants, no long setup. Onboard your company and start working leads the same day.
Onboard your company
Create your owner account, add company details, and pick a plan — there's a free one to get started.
Invite your team
Add staff and admins with role-based permissions so everyone works within their lane.
Capture leads
Log walk-ins in seconds, import your existing list, or share your public lead form link.
Follow up & convert
Work the day's follow-ups, get reminders, and watch conversions climb in your reports.
Know exactly how your team performed — every single day
Stop chasing your team for updates. CFM generates the numbers for you, ready to review or export.
- End-of-day reports — what each executive did today
- Team performance — leads handled, follow-ups completed
- Conversion reports — which sources and products convert
- One-click export for spreadsheets and reviews
Team Report — This Week
ExportConversion rate up 5% vs last week — walk-in source leads the board.
Follow-up due in 30 mins
Rahul Sharma — Product demo at 3:15 PM
SMS template sent
"Thanks for visiting! Here's your quote…"
Missed follow-up alert
2 follow-ups from yesterday need rescheduling
The right nudge, on the right channel, at the right time
Your team gets in-app and push reminders so follow-ups happen on schedule. Your customers hear from you on WhatsApp and SMS — with reusable templates that keep every message consistent and quick to send.
Start free. Upgrade when your pipeline does.
Every plan is built around the same idea: pay for the capacity and channels you actually use.
Frequently asked questions
Yes. You can onboard your company and start managing leads and follow-ups on the free plan, then upgrade whenever your team or lead volume grows.
Your next customer is a follow-up away
Onboard your company in minutes, invite your team, and stop losing leads to forgotten follow-ups.