Solution page
Follow-up board for small teams
When next steps live in email, chat, and spreadsheets, follow-up slips — even without a large CRM.
Common problem
Status, ownership, and next action are not in one place — follow-up depends on memory and individual inboxes.
What Zavenor builds
- A small board with status, owner, next action, and activity trail.
- Filters and sorting for what needs attention this week.
- Handover and scope in writing — one team, one workflow, no overengineering.
What becomes clearer
The team sees what needs attention early — before follow-up is lost between channels.
Matching studio pattern
The board demo shows owner, status, and trail per item — an interactive studio pattern.
Open follow-up demoShort questions
Does this replace a full CRM?
No. It is a focused view for one clear workflow — expansions only by written agreement.
How many users is it for?
Typically one small service team or practice with one main workflow — scope is fixed before build.
Are automations included?
Only what is sensible and agreed in writing for the project — no promised AI or revenue features.
No invented team sizes or success metrics — only structure for visible follow-up.