Help Center
Quick answers and workflows to help sales teams and agencies master their client follow-ups.
- 01Create your account: Sign up for free and access your morning dashboard immediately.
- 02Log your active leads: Enter the lead's name, company, estimated deal value, and last contact date.
- 03Check your morning queue: Review leads due today and overdue follow-ups. Configure your reminder time and frequency in your account settings.
- 04Take action & reschedule: Reach out via email, phone, or message, mark complete, and let Follix schedule the next touchpoint.
Does Follix send automated messages to my prospects directly?
No. You keep 100% control over your client relationships and message them yourself via your preferred channel (Email, Phone, LinkedIn). Follix organizes your schedule and sends reminders directly to you via Telegram, Email, and In-App alerts.
Which reminder channels are available?
Telegram bot alerts, morning email summaries, evening performance digests, and in-app notifications. You can toggle your preferred reminder channels in Settings.
What counts as an active lead?
Any open sales lead that has not been closed won, closed lost, or archived. Closed and archived deals do not count toward your active lead limit.
What does 'Money at Risk' mean?
The stated deal value of open leads whose scheduled follow-up date has passed. It helps you prioritize high-value prospects that need urgent attention before they go cold.
How does billing and subscription management work?
We use Freemius for secure PCI-DSS Level 1 compliant checkout and billing. You can upgrade, downgrade, or cancel your subscription at any time with one click.
Can I export my data if I decide to leave?
Yes! You own 100% of your data. You can export your full leads and interaction history anytime with zero lock-in.
Have a question not covered here?
Our support engineers are happy to guide you.
Need help getting started with Follix?
Find product guidance in our help center or contact us.