Altrix Quotation Follow-up Tracker

Keep every enquiry and quotation moving forward

Altrix Quotation Follow-up Tracker gives freelancers, small agencies and local businesses one focused place to record enquiries, quotation values, next actions and follow-up dates. See what is overdue, what needs attention today and which opportunities are still open.

Included in version 1.0.0

• Client and contact details, enquiry title and quotation reference
• Quotation amount, currency and sent date
• New enquiry, Quote sent, Following up, Won and Lost stages
• Overdue, Today, Upcoming and Unscheduled filters
• Manual follow-up logging with activity history
• Search, sorting and pagination
• Open quoted-value totals grouped by currency
• Reversible archive and restore
• Filtered CSV reports and JSON backup/import
• Separate sample-data demo and getting-started guide

How it works

Download and extract the ZIP, then open index.html in a current desktop Chrome, Edge or Firefox browser. Keep the included files together. No WordPress installation or CRM connection is required.

Local storage and backups

Records are stored in your browser when local storage is available. Test saving and reopening the app before relying on it, use the same browser profile and folder, and download JSON backups regularly. Clearing browser data or moving the app can make saved records unavailable. The tool does not upload your records to an external service; backups contain client information and should be stored privately.

Scope and requirements

This is a single-user local tracker with in-app follow-up indicators. It does not send automatic emails, provide background notifications, sync across devices, generate quotation PDFs or perform accounting calculations. JavaScript and browser downloads must be enabled. Pipeline totals are shown separately for each currency without conversion.

Your purchase

$29 one-time purchase for v1.0.0. One named user may use the tool for their own business and client work. No recurring subscription is required. Redistribution or resale of the application is not permitted. The purchase download is available up to 5 times within 30 days; save your ZIP for ongoing use. Lifetime updates are not promised.

Explore the Quotation Follow-up Tracker or contact Altrix Web with a question.