Features / FoxEra

Sales Pipeline and follow-up management

Know the next step for each prospect.

FoxEra Pipeline helps you keep contact stages, conversation history and follow-up work together. Review the people who need attention and record the next action instead of relying on a note in a separate spreadsheet. The record gives context; your team still decides what to do.

Open FoxEraExplore the workflow

Explore the workflow

  • Review contact stages and recorded activity.
  • Keep follow-up tasks with the contact they concern.
  • Use due follow-ups to plan the next sales conversation.

How it works

Start with a saved contact. Review the previous activity, update the relevant stage and record the follow-up you need. Return to due tasks to decide what to do next. A trades business can separate a new enquiry from someone waiting for a quote, without treating either as a completed sale.

Before you start

A stage or a task is an organisational record, not proof of a sale. Pipeline does not guarantee bookings, revenue or automatic closing. Check the underlying conversation and the task status before contacting a prospect again.

What does it cost?

FoxEra lists AI calling at 21p per connected minute (£0.21). That is a calling rate, not a price for an email, a generated video or a database record. Check the current account offer and usage charges before starting work.

Pricing

Frequently asked questions

What is FoxEra Pipeline?

It is the sales workflow for reviewing contact stages, activity history and follow-up tasks. It helps a team understand what has happened and choose the next action.

Is a warm contact a customer?

Not necessarily. Interest, a follow-up task and a completed sale are different things. Review the contact’s actual activity before deciding how to classify or approach them.

Can I see past activity before following up?

Yes. Use the contact record and its available activity history to recover context before the next conversation.

Does opening Pipeline start calls or send emails?

No. Reviewing records and tasks is separate from launching a call or message campaign. Outreach still needs its own audience and confirmation.

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