FollowDesk: Automated Lead Follow-Up and Booking CRM
Rongali Chaitanya
A clear next step for every enquiry
FollowDesk is an independently built Noerong product for small service teams. I designed and developed its enquiry form, lead pipeline, follow-up scheduler, private dashboard and deployment package. The public demo uses fictional Northstar Home Services records and sends no real email.
The problem
Good enquiries stall when follow-up depends on memory. A small team needs to see each lead, send approved messages at the right time, and stop a sequence when the conversation moves forward.
What I built
A six-stage pipeline with search, priorities, notes and activity history.
Editable email steps, scheduled at 0, 24, 72 and 168 hours by default.
A booking link and automatic suppression for booked, won or lost leads.
A staff control to stop remaining queued messages after a reply or opt-out.
SMTP delivery, CSV export and token-protected webhook intake, including LeadDesk ingestion.
The workflow
New enquiry → lead record → approved follow-up schedule → booking or status update → remaining messages suppressed → visible activity history.
Decisions that matter
The worker rechecks pending state before delivery. Replies arrive in the configured mailbox and staff stop the queue manually; automatic reply detection and inbox/calendar synchronization are separate integrations. A message already in delivery may finish.
Evidence and current scope
All 17 automated tests and lint passed for version 1.0.1. The source includes Python, FastAPI, SQLite, SMTP and Docker configuration. A customer launch requires persistent storage, private credentials, approved copy and a verified email sender. Team authentication and multi-tenant operation require separate development. Demo records are not client revenue evidence.
Explore the work
Inside the product
Narrated FollowDesk walkthrough: enquiry capture, pipeline management, approved follow-ups, and booking control.
FULL CASE STUDY
Six-stage pipeline showing every enquiry from new lead through booked, won, or lost.
Editable approved follow-up sequence with timing, suppression rules, and safe delivery controls.
White-label brand settings for business identity, booking links, communication, and handoff.
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Posted Aug 29, 2026
Built a six-stage lead workflow with approved email sequences, booking controls and manual stop actions, verified by 17 automated tests.
