Your reps open one Today list, know exactly who to contact, and move deals forward without spreadsheet chaos.
No credit card required · Cancel anytime · Setup in under 60 seconds
Follow-ups due today
Instant
Rep onboarding time
< 10 min
Pipeline visibility
Real-time
Live workflow preview
Rep-readyDue Today
12
Overdue
3
Completed
0
Sarah Johnson
Estimate follow-up
Mike Peterson
2-day check-in
Emily Chen
Future project
Due Today
12
Overdue
3
Completed
0
Sarah Johnson
Estimate follow-up
Mike Peterson
2-day check-in
Emily Chen
Future project
Conversion flow
Leak
Estimate sent. No clear next follow-up date. Momentum fades.
System
Set the next follow-up immediately. Today list keeps it visible.
Action
Rep follows up faster with notes, reminders, and quick drafts.
Outcome
More conversations stay alive until they close.
Built for home services
Roofing · Windows · HVAC · Solar
Fast team onboarding
Most reps are productive in under 10 minutes
Action-first daily flow
Today list + overdue visibility + quick next step
How it works
Add a customer, set a next follow-up date, and you’ll see it immediately in Today. Repeat until the deal closes.
Add the customer after the estimate in seconds. Save contact info, quick notes, and the next follow-up.
Open Today’s Follow-Ups to see what’s due and overdue. Call, text, or email—then mark it done.
After each touch, pick the next follow-up date so deals don’t go cold between conversations.
Use simple reminders for 3‑day check-ins, reviews, warranty, and future work—when it makes sense.
Sarah Johnson
Estimate follow-up
9:00 AM
9Mike Peterson
2-day check-in
10:30 AM
7Emily Chen
Future project reminder
2:00 PM
8Product
A daily follow-up list, a clear next follow-up date, and simple notes—so you always know who to contact today.
Start each morning knowing exactly who to follow up with. Due-today and overdue customers rise to the top.
See upcoming follow-ups by day/week and reschedule in seconds—especially after an estimate.
Send a follow-up without staring at a blank screen. Use templates and keep your tone consistent.
Capture what was said, objections, and the next follow-up—so the next touch is always clear.
Spot customers who are going cold and act fast—without digging through scattered notes.
Track what’s overdue, what’s completed, and where deals go cold—great for solo reps or small teams.
Results
Most follow-ups never happen after the estimate. EZPZ Follow-Up makes the next follow-up date obvious—and hard to forget.
Reality check
With EZPZ Follow-Up
Every customer gets a next follow-up (and it actually happens).
0%
of sales need 5+ follow-ups
0%
reps give up after 1 follow-up
0–50%
of sales go to the first responder
0 touches
before most customers buy
When the next follow-up is always scheduled, always visible, and fast to execute, you close more deals with the leads you already earned.
Enter your numbers below to see how much revenue you could be leaving on the table from missed follow-ups.
Total close rate = first-contact wins + follow-up wins. Set both to see how EZPZ boosts the follow-up slice.
Pricing assumption
Single rep
$12.99/mo
Uses current list pricing. Your actual plan may vary.
Per closed sale
Typical revenue per deal you close.
New estimates / inquiries
How many new estimates or inbound inquiries you get in an average month.
Estimates that turn into closed deals
Overall % of estimates you close today (first touch + follow-ups).
Share of your wins that happen on the first call/visit
Example: if you close 40% and 50% of wins are first-touch, then 20% of all estimates are first-touch wins.
Realistic lift from tighter follow-up
Most teams see 10–20% improvement; capped at 30% to keep estimates realistic.
Close rate breakdown
35.0% total = first-contact wins + follow-up wins.
Industry Facts
Projected Annual Lift
$133,875
Conservative estimate from improving follow-up-driven wins.
Estimated Payback
1 days
How fast the lift covers software cost.
Estimated ROI
858.8x
Annual lift ÷ annual software cost.
Monthly Lift
$11,156
Extra revenue from tighter follow-up.
Estimated Cost
$12.99/mo
Based on selected plan and seats.
First-Contact Wins
9/mo
~$74,375/mo from first-touch wins
Follow-Up Wins Today
9/mo
~$74,375/mo from follow-up-driven wins
No credit card required • Share this with your team
Pricing
Start with a free trial. Billed monthly or annually. No surprise fees.
For solo reps who never want to miss a follow-up.
Current offer
Monthly
$12.99/month
Annual
$119/year
Standard pricing later: $49.99/month.
Keep a small team consistent. See what’s due, what’s overdue, and who needs a next follow-up—without a CRM.
Current offer
Monthly
$12.99/seat/month
Annual
$119/seat/year
Standard pricing later: $49.99/seat/month.
Launch offer
No migration project. No CRM retraining. Just cleaner follow-up execution.
FAQ
If you’re evaluating EZPZ Follow-Up, here are the answers that matter for consistent follow-up.
No. EZPZ Follow-Up is a simple, reliable follow-up reminder system. It tells you who to contact today and keeps a clear next follow-up date for every customer.
Start a free 14-day trial and get your Today list in minutes. Cancel anytime—no learning curve, no CRM.
Built for reps · Simple follow-up reminders · No CRM
Social proof
Teams switch because missed follow-ups are costing real revenue
Early teams report tighter day-to-day accountability once every estimate has an assigned next touch and clear owner.
“Before EZPZ, follow-ups depended on memory. Now my rep opens Today and knows exactly who to contact.”
— Sales manager, 6-person roofing team (pilot customer)
Representative customer profiles
Illustrative examples only (not paid endorsements).