FollowKit: AI Sales Automation
FollowKit helps sales teams automate follow-up communication and proposal creation. It supports lead organization via a Kanban CRM and tracks engagement.
At a glance
- Category
- Browse Sales tools
- Best for
- Sales Teams, Small Businesses, Mid-Market Companies
- Pricing
- Paid plans start at $29/month for the Starter tier. Higher tiers include Pro at $139/month and Scale at $249/month, which add AI follow-ups and web form capabilities.
- Key use cases
- Automating Follow-Up Emails, Proposal Generation, Lead Pipeline Management, Lead Capture
- Integrations
- Gmail integration, Excel import, CSV import, PDF export
- Official website
- Visit FollowKit official website
FollowKit is a sales automation tool that uses AI to assist with the communication and proposal phase of the sales cycle. It is designed for sales teams and small to mid-market businesses that need to manage leads and follow up on conversations.
The platform helps users by analyzing email threads to generate personalized follow-up messages and using AI to help create professional proposals. It also includes a lead management system with a visual pipeline to track prospects from initial contact to a closed deal.
Buyers should consider that the AI follow-up and web form features are available on the Pro and Scale plans. The Starter plan focuses on basic proposal and lead management functions.
Key Features
AI-Generated Follow-Ups
Analyzes email thread context to help generate personalized follow-up messages.
AI Proposal Creation
Supports the generation of proposals using AI assistance and customizable templates.
Kanban Lead Pipeline
A visual CRM board that helps users organize and track leads through different sales stages.
Engagement Tracking
Monitors email opens, link clicks, and views of sent proposals in real time.
Drag-and-Drop Web Forms
Supports building custom forms for websites that automatically add captured leads to the CRM.
Use Cases
Automating Follow-Up Emails
Using AI to analyze previous conversations and draft personalized follow-up emails to prospects.
Proposal Generation
Creating business proposals using templates and AI-generated content.
Lead Pipeline Management
Organizing prospects using a Kanban board to track progress from first contact to closing.
Lead Capture
Embedding custom web forms on a company website to collect lead information.
Best For
- Sales Teams
- Small Businesses
- Mid-Market Companies
Integrations
- Gmail integration
- Excel import
- CSV import
- PDF export
Pricing
Paid plans start at $29/month for the Starter tier. Higher tiers include Pro at $139/month and Scale at $249/month, which add AI follow-ups and web form capabilities.
FAQ
Does FollowKit have a free trial?
- Yes, all plans include a 7-day free trial, and no credit card is required to start.
Which plan should I choose for AI follow-ups?
- AI-generated follow-ups are available on the Pro ($139/mo) and Scale ($249/mo) plans.
Is FollowKit GDPR compliant?
- Yes, the platform is GDPR compliant.
Source category: Sales
Source subcategory: Sales Enablement
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Categories
Software Type
How AI is used
FollowKit is an AI-powered sales automation tool that supports workflows for personalized follow-up emails, AI proposal generation, and Kanban-style lead management. AI automation features are available on the Pro and Scale plans.
Pros & Cons
Pros
- Includes a 7-day free trial with no credit card required
- GDPR compliant
- Provides a visual Kanban view for lead tracking
- Supports bulk importing leads from Excel and CSV
Cons
- AI follow-ups and web forms are not available on the Starter plan
- The Starter plan has a limited lead capacity of 300
- Monthly proposal counts are capped by the selected pricing tier
