Turn “I’ll follow up” into a clear next action.
Keep enquiries, quotations and follow-up dates in one focused workspace. See who needs your attention today, before another opportunity slips through the gaps.
One-time purchase · Single-user browser tool · No subscription
Know what was quoted. Know what comes next.
Built for freelancers, small agencies and local businesses managing their own sales conversations.
Every enquiry in one place
Record the client, contact details, project, quote reference, amount and currency.
See overdue follow-ups
Filter by Overdue, Today, Upcoming or Unscheduled to plan your next calls and messages.
Remember the conversation
Log each follow-up, keep activity history and set the next action and date.
A clear stage for every lead
Move from New enquiry to Quote sent and Following up, then close as Won or Lost.
Understand your open pipeline
See quoted values grouped by currency. Search and export filtered records as CSV.
Back up and restore
Download JSON backups with activity history. Archive completed records and restore them later.
Start with a next action, not a complicated setup.
Add an enquiry. Enter a quotation when it is ready. Choose a follow-up date. Open the tracker each day to see what needs attention.
No WordPress installation or CRM connection is required. Extract the ZIP and open index.html in your desktop browser.
Local, single-user tracking
- No client-data upload or analytics function
- No monthly cloud subscription
- A separate sample-data demo included
- CSV reports and portable JSON backups
Browser storage is not a backup. Use the same browser profile and folder, test saving and reopening, and export JSON regularly. No cloud sync, automatic emails or background notifications.
Altrix Quotation Follow-up Tracker
A practical daily workspace for your enquiries and quotations.
Your download includes the application, a separate demo, a getting-started guide and license information. One named user can use it for their own business and client work.
Requires a current desktop Chrome, Edge or Firefox browser with JavaScript enabled. This tool tracks quotations; it does not generate quotation PDFs, send messages or replace accounting software.
One-time purchase
$29Use the delivered version without a recurring subscription.
ZIP download after successful payment. Up to 5 purchase downloads within 30 days; save your ZIP. Lifetime updates are not promised.
Frequently asked questions
Do I need WordPress to use it?
No. It is a standalone HTML, CSS and JavaScript application. Extract all files and open index.html in a supported desktop browser.
Will it send reminders to clients automatically?
No. It shows follow-up priorities inside the app. You make calls or send messages yourself and record the outcome. There are no background notifications.
Where are my records stored?
In your browser’s local storage when available. Storage behavior for local files varies, so test reopening the app before relying on it. Keep JSON backups, particularly before changing browsers, moving folders or clearing browser data. Local records and backups are not encrypted by this tool.
Can I move my records to another computer?
Yes. Copy the app files and import your JSON backup. Import adds new records and replaces matching IDs after confirmation. It does not provide automatic device synchronization or live team collaboration.
Can I track more than one currency?
Yes. Enter a three-letter currency code for each quotation. Open quoted-value totals remain separated by currency; no exchange-rate conversion is applied.
What does the license include?
One named user may use the delivered version for their own business and client work. No subscription is required. Redistribution or resale of the application is not permitted. See the product page and included license for details.
Give every opportunity a next step.
Keep your follow-up list clear, current and ready for the day.