The toolbox

Client Follow-Up Tracker

Client Follow-Up Tracker is a tiny CRM for people who hate CRMs. Add the humans, move them down the pipeline, and every morning it tells you exactly who to follow up with and what to say.

Open Client Follow-Up Tracker

Last updated October 27, 2026

How to use it

  1. Add a person: name, company if they have one, and where things stand.
  2. Set a follow-up date whenever a ball is in their court.
  3. Check the Follow up today list each morning and work it top to bottom.
  4. Move people along the pipeline as conversations progress, and log the follow-ups into the Monday note automatically.

Good to know

  • Adding a contact uses one action. Everything else, moving, editing, checking the list, is free.
  • You can import contacts from a CSV instead of typing them one by one.
  • Follow-ups that come due show up in the Monday note for that week.

Your data

Your contacts live in your account. Bum Bum does not email your clients from this tool, and your list is never shared.

Tips

  • Set the follow-up date before you close the tab after every call. Two days is a good default for a warm conversation.
  • Keep the pipeline honest. Someone who has gone quiet for a month belongs in a later stage, not in today's list forever.

Questions

How is this different from a big CRM? +

No deals pipeline gymnastics, no required fields, no admin. Just who, where things stand, and who needs a nudge today.

Can I import my contacts? +

Yes, there is a CSV import on the page. Name and company are enough to start.