You Don't Need a CRM! Academy

How to manage follow-ups on your clients once they're won

You Don’t Need a CRM! is a lead management software which aims at helping you close deals faster and at managing them in the most efficient way possible.

Nevertheless, experience has shown us that once a lead changes to WON, i.e. a deal was successfully closed, there's often a need for a post-sale follow-up. Thus, You Don't Need a CRM! also includes a follow-up system.

In fact, closing deals is important but so is delivering.

You Don't Need a CRM! enables you to create a follow-up template (or several templates if you use the Expert Edition), with predefined tasks. Once the status of a lead changes to WON, you can easily add a follow-up process to it.

Example: Using the follow-up system in a travel agency

In a travel agency, when a lead changes to WON, it needs to be followed-up for a correct organization of a trip.

A lead enters into the following follow-up process:

First follow-up name: Trip Organization. Associated tasks:

  • Receive deposit
  • Confirm reservations
  • Invoice
  • Total payment
  • Send out documents
  • Confirm chosen service
  • Travel

Second follow-up name: Upon arrival. Associated tasks:

  • Arrival of guests
  • Tour comment of destination
  • Tour comment sent to agent
  • Quality control

For more information about how to set up and use the follow-up system inside You Don't Need a CRM, go to

Next post: How to manage upsells and renewals vs follow-up

You Don't Need a CRM! is an incredibly simple and efficient web based software built for your sales teams.
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  1. Organizing your sales activity
    1. Our philosophy
    2. Suspects (unqualified prospects) vs. leads
    3. Prospecting lists, leads & client folders
    4. Status vs. sales steps
    5. Defining key information on leads
    6. The importance of categorizing your leads
    7. Managing multiple contacts in the same company
    8. Admin, team manager & user
    9. Customizing your account interface
  2. Organizing your daily activities
    1. Every morning, know exactly what leads you need to work on
    2. Follow up the history of your exchanges & BCC email conversations
    3. Set reminders and synchronize your account with your calendar
    4. Extended, compact & pipeline mode
    5. Create several pipelines to analyse different sales processes
    6. Make your most important leads stand out
    7. Find leads by using filters
  3. Learn how to use prospecting lists
    1. When and how to use prospecting lists
    2. Only turn a row into a lead once the contact is qualified
    3. The importance of using column names
    4. Magic columns
  4. Working on the go
    1. Mobile app
    2. Using the speech recognition
    3. Scan your business cards
  5. Adding leads from external sources
    1. By e-mail
    2. From your partners
    3. From a contact form
  6. Follow up your business’s activity - understanding it and collaborating
    1. Analyze your activity by category or by salesperson
    2. Find the leads that have been pending for too long
    3. ROI of specific actions, or of a specific month activity
    4. Using the Activity feed to manage your team
    5. Follow the sales activity every morning thanks to the daily activity e-mail
    6. Exporting your data for reporting or marketing purposes
  7. Manage your existing customers
    1. Following up on your won clients
    2. How to manage upsells and renewals vs follow-up
  8. Connect You Don’t Need a CRM! to other apps
    1. How to connect: Zapier, API & direct integration
    2. Send notifications or fire actions based on events