detoin

Client follow-up command center.

Project managers can track every client, log calls and notes, schedule next follow-ups, and keep conversation history searchable.

New Lead Contacted Follow-up Closed
Client relationship workspace Pipeline status, next calls, owners, and conversation logs in one place.
NL CT FU CL

Follow-up Dashboard

Track clients by conversation status and next action date.

Clients

Open a client to see details, latest note, and interaction history.

Conversation Activity

Recent calls, notes, meetings, emails, and next-step updates.

Recent Logs

Upcoming Follow-ups

Reports

See owner workload, overdue follow-ups, and client status load.

Owner Report

Owner Clients Due Today Overdue Logs

Status Load

Team

Client ownership and follow-up workload.

Admin Panel

Manage accounts, roles, and demo data.

User Access

Name Role PIN Action

Add User