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FollowThrough
British Columbia, Canada
What it is
FollowThrough helps small businesses track leads, assign next steps, automate reminders, and encourage customers to return. Its tools include CRM and pipeline tracking, tasks, follow-up reminders, lifecycle email automation, campaigns, loyalty programs, reports, and an owner dashboard. Users can begin with 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 supports one user and up to 25 contacts, with pipeline, tasks, and email notifications. Solo allows up to 500 contacts and lists Square and Clover integrations; public API access is included in Growth, which allows up to 2,500 contacts. Business supports up to 10 users and unlimited contacts. Paid plans start at $29/mo, and include a 14-day trial with no credit card required. FollowThrough is available on Android, iOS, web, and API, and is described as built for owner-led small businesses including salons, car washes, restaurants, gyms, and spas.
For and against
For
- Templates cover common lead and customer scenarios.
- Loyalty passes support QR-code check-ins.
- Solo lists Square and Clover integrations.
- Paid plans include a 14-day trial without a card.
Against
- Free plan supports one user and up to 25 contacts.
- Solo allows up to 500 contacts.
- Growth allows up to 2,500 contacts.
- Business is limited to 10 users.
The verdict
FollowThrough combines lead follow-up, email campaigns, and loyalty features for small businesses. Compare the contact and user limits with the size of your operation before choosing a plan.
Who it suits
FollowThrough suits owner-led small businesses that need lead tracking, follow-ups, or customer retention tools. Its described audience includes salons, car washes, restaurants, gyms, and spas.
Plans and prices
Free
1 user · up to 25 contacts · pipeline & tasks · email notifications
Read 14 Oct 2026 · follow.clvrd.com
Solo
1 user · up to 500 contacts · unlimited tasks & reminders · full pipeline
Read 14 Oct 2026 · follow.clvrd.com
Growth
1 user · up to 2,500 contacts · full AI suite · multi-step email sequences
Read 14 Oct 2026 · follow.clvrd.com
Business
up to 10 users · unlimited contacts · team dashboard/activity feed · role-based access
Read 14 Oct 2026 · follow.clvrd.com
On the record
- 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.follow.clvrd.com · read 28 Sep 2026
- AI re-engagement
- When a lead goes quiet, the system can draft a re-engagement email for review and sending.clvrd.com · read 14 Oct 2026
- AI summaries
- CLVRD AI summaries condense report screens into short operational guidance when the configured AI provider and cache tables are available.follow.clvrd.com · read 14 Oct 2026
- API
- The Growth plan includes public API access.follow.clvrd.com · read 28 Sep 2026
- Audience
- The maker describes FollowThrough as built for owner-led small businesses and businesses such as salons, car washes, restaurants, gyms, and spas.follow.clvrd.com · read 28 Sep 2026
- Campaigns
- Campaigns send outbound email to contact segments while respecting preferences and unsubscribe behavior.follow.clvrd.com · read 14 Oct 2026
- Contact limits
- The Solo plan allows up to 500 contacts and Growth allows up to 2,500 contacts; Business lists unlimited contacts.follow.clvrd.com · read 28 Sep 2026
- Core tools
- The product includes CRM and pipeline tracking, tasks, follow-up reminders, lifecycle email automation, campaigns, loyalty programs, reports, and an owner dashboard.follow.clvrd.com · read 28 Sep 2026
- CRM and pipelines
- The product provides contact records, customizable pipelines, deal stages, notes, and customer timelines.follow.clvrd.com · read 14 Oct 2026
- CSV import
- Contacts can be imported from CSV or added manually, then assigned an owner, date, and next step.follow.clvrd.com · read 14 Oct 2026
- Custom fields
- Workspaces can select business-type property packs and later customize fields.follow.clvrd.com · read 14 Oct 2026
- Documentation
- The public knowledge base covers setup, contacts, pipelines, tasks, automations, campaigns, templates, domains, loyalty, analytics, settings, teams, and billing.follow.clvrd.com · read 14 Oct 2026
- Follow-up automation
- Its Automations Center includes Follow-Up Recovery, which can detect quiet contacts, avoid duplicate nudges, create tasks, and send emails.follow.clvrd.com · read 14 Oct 2026
- Free plan limits
- The Free plan includes one user and up to 25 contacts, with pipeline and tasks plus email notifications.follow.clvrd.com · read 28 Sep 2026
- Integrations
- The Solo plan lists Square and Clover integrations.follow.clvrd.com · read 14 Oct 2026
- Licence
- The pages reviewed do not state an open-source licence or provide source-code licensing terms.follow.clvrd.com · read 14 Oct 2026
- Lifecycle email
- Lifecycle emails, callbacks, reminders, and check-ins can run on schedules without manual sending.clvrd.com · read 14 Oct 2026
- Loyalty
- Loyalty programs support rewards, customer enrollment, progress tracking, digital passes, and QR check-ins.follow.clvrd.com · read 14 Oct 2026
The review
FollowThrough brings lead management and customer retention tools together for owner-led small businesses. It is best suited to a solo operator or a small team that wants follow-up, campaigns and loyalty in one service. The free tier is tightly capped, while the paid tiers scale contacts, messaging and team tools.
Overview
The service combines CRM and pipeline tracking with tasks, reminders, email automation, campaigns, loyalty programs, reports and an owner dashboard. Templates for new leads, missed calls, quote follow-ups, first visits and inactive customers provide starting points for common workflows; contacts can be imported from CSV or entered manually. That breadth makes FollowThrough relevant to businesses that need both lead follow-up and repeat-visit efforts, rather than a tool focused only on one of those jobs.
Digital loyalty passes are sent by email, let customers track progress and support QR-code check-ins. Email sending uses a connected verified domain when available, falling back to a default sender otherwise. That fallback is worth weighing for businesses that need their outreach to come from a branded domain.
Key features
- Lead organization: Pipeline tracking, tasks and reminders keep next steps attached to contacts. The Free tier covers basic pipeline and tasks; full pipeline management and unlimited tasks and reminders start with Solo.
- Customer outreach: Solo adds outbound email, templates and SMS, with SMS capped at 100 messages monthly. Growth raises SMS to unlimited and adds multi-step email sequences, a more suitable combination for businesses running recurring outreach.
- Retention and operations: Growth adds loyalty and rewards alongside booking and operations tools. Passes and QR check-ins give businesses a way to support repeat visits; these capabilities are not part of Solo.
- AI and integrations: Solo includes 15 AI summaries per day and Square and Clover integrations. Growth adds a full AI suite, including deal autopsy, playbook and writer, plus unlimited AI report summaries and public API access. Business includes unlimited AI usage in a team pool.
Pricing
The Free plan costs $0/forever and is limited to one user and 25 contacts. It includes pipeline, tasks and email notifications, but not the paid tiers' outbound email, SMS, loyalty or expanded contact capacity. It is a sensible starting point for a very small contact list, but not a durable fit once that list grows or campaigns become central.
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 monthly, Square and Clover integrations, retention and behavior reports, and 15 AI summaries per day. This is the practical entry point for a solo business that needs active follow-up and modest messaging, though the single seat and SMS cap constrain growth.
Growth costs $69/month, still for one user, and supports up to 2,500 contacts. It includes everything in Solo, plus multi-step email sequences, unlimited SMS, unlimited AI report summaries, the full AI suite, loyalty and rewards, booking and operations, and public API access. It suits a solo operator whose outreach or retention needs exceed Solo; the unchanged one-user limit means it does not solve collaboration needs.
Business costs $149/month and supports up to 10 users with unlimited contacts. It adds a team dashboard and activity feed, role-based access, shared templates and sequences, multiple branded sending domains, unlimited AI usage in a team pool and priority support. Teams needing shared workflows and room beyond Growth's contact ceiling have a clear reason to pay more; operations with over 10 users will outgrow its stated seat allowance. Paid plans include a 14-day free trial, with no credit card required.
Platforms
FollowThrough is available on Android, iOS and web, and includes API access on Growth. The broad platform mix suits businesses that need mobile access as well as browser-based workflows.
Who it's for
The maker positions FollowThrough for owner-led small businesses, including salons, car washes, restaurants, gyms and spas. It is strongest for operators who want to connect lead follow-up with campaigns and customer retention. Businesses that need more than one user on a paid plan must choose Business; those needing more than 10 seats should consider another option.
Pros and cons
- Pro: Pipeline, reminders, email, SMS and loyalty tools share one service, giving small operators a joined-up path from lead follow-up to repeat visits.
- Pro: Templates for common customer situations and CSV import offer practical starting points for setting up workflows and moving contacts in.
- Pro: The 14-day paid-plan trial requires no credit card, lowering the commitment needed to assess the paid tiers.
- Con: Free is limited to one user and 25 contacts, so it is a narrow option for businesses with an established customer base.
- Con: Solo and Growth both allow only one user, so collaboration requires the $149/month Business tier.
- Con: Solo's 100 monthly SMS limit may be restrictive for regular outreach, while a verified sending domain is not assured because the service can fall back to a default sender.
Alternatives
For salon-focused comparisons, see Salon Marketing Software. Belliata is worth considering when salon software and free email reminders matter more than FollowThrough's combined lead and loyalty emphasis; it has a free plan and supports mobile, desktop and web platforms. Salonist is another option for appointment-led businesses, with a free tier that includes 50 appointments per month, online booking and staff scheduling.
Cleomitra is a paid alternative with a free trial and WhatsApp-oriented Engage plans, which may suit a business seeking that channel. Demandforce is a paid, web and mobile alternative. Beu may suit booking-led operators who want unlimited bookings, an online booking page and automated reminders; its Solo plan is billed annually at £249, or £20.75 per month. Simple Salon offers a paid alternative with Starter at $20 USD/month, capped at seven operators and with no included SMS, or Pro at $34 USD/month.
Vanopa is another paid alternative, with a Starter plan at $49 USD/month. GlossGenius is a paid option with a $28 a month Standard plan that includes a custom booking website, unlimited client notifications, email and text marketing, and inventory and retail tools.
Verdict
FollowThrough is a strong fit for an owner-led business that wants lead tracking, follow-up and customer retention in one place, with Growth the more complete choice for a solo operator running regular campaigns. Its main trade-offs are the tight Free contact cap, one-user ceiling below Business and the prospect of a default email sender; businesses needing collaboration at lower cost or more than 10 seats should look elsewhere.