
FollowUp Online
Custom Software Built Around the Company's Real Processes
Context
The business had well-defined processes that had been in place for years. Teams knew what needed to be done, in which order, and by whom. What was missing was a system to manage those processes.
Day-to-day work depended heavily on people remembering steps, manually tracking progress, and updating information across spreadsheets and disconnected tools. As the company grew, this manual approach made it harder to maintain control, visibility, and consistency.
The Challenge
The challenge was not to redesign how the business worked, but to support existing processes with software.
The company needed a way to:
- Capture processes that were already being followed manually
- Turn each step into something visible and trackable
- Reduce dependency on memory and manual follow-ups
- Ensure no stage or task was missed
- Give managers full visibility and control over projects
Generic tools could not represent these processes accurately without forcing the business to change how it worked.
The Solution
We designed and built FollowUp Online, a custom web application created specifically around the company's existing processes.
No new rules were introduced. No workflows were reinvented. The software simply translated what was already happening manually into a structured system.
Each manual step became a task inside the platform. Processes that once lived in people's heads or spreadsheets became system-driven workflows that are created, assigned, and tracked automatically as projects move forward.
FollowUp Online acts as a single source of truth for projects, providing a clear visual reference of all work in progress, project stages, timelines, and responsibilities.
The platform also integrates with QuickBooks, CompanyCam, and Pipedrive, allowing information to flow automatically between departments and ensuring everyone works with the same, up-to-date data.
Key Outcomes
- Existing manual processes turned into system-driven workflows
- No more manual tracking or spreadsheets
- Clear visual overview of all projects
- Projects move through clear, defined stages
- Easy-to-follow project timelines
- Tasks are clearly assigned and tracked
- Real-time updates across the operation
- Managers have full visibility and control
Business Impact
Teams no longer rely on memory or manual checklists to keep work moving. The system ensures every process is followed consistently and nothing is missed.
Managers gain complete visibility into projects, stages, and tasks, allowing them to track progress, identify bottlenecks, and maintain control without micromanaging.
The result is a more organized, predictable business, supported by software that reflects how the company already works.
Turning Processes Into Systems
FollowUp Online shows how custom web applications can transform existing manual processes into reliable, trackable systems without changing how a business operates.
Systems Involved
FollowUp Online
Pipedrive
QuickBooks
CompanyCam
Project developed for GM Design - Home Improvement ( www.graniteandmarbledesign.com)
Turn Your Processes Into Systems
If your business relies on manual processes and needs software that supports how you already work, we can help build the right solution.