Quote follow-up automation that gets you an answer.
Every quote and proposal is followed up automatically by text and email until the customer says yes or no. Reps get a task when a call is needed, managers get an alert when a big quote goes cold, and for installers the deposit and contract can follow on their own.
No big upheaval. We plug into the system you already use.
Sound familiar?
- Quotes go out. Then nothing happens
- Nobody knows which quotes are still live
- Big proposals go quiet for weeks before anyone notices
- Deposits and contracts get chased by hand
The Quote Chaser is the system that does this. It’s our most popular starting point for merchants, distributors and commercial installers, because the value of quotes that were never followed up is usually the most expensive number in the business, and the one nobody looks at.
What we automate
Quote sent
Email and text the moment a quote is created in your system.
Reminders
Polite follow-ups at the intervals you choose, until they reply.
Call tasks
A task for the rep when it needs a human conversation.
Cold-quote alerts
Managers alerted when a high-value quote stalls.
Deposit and contract
Payment link and e-signature sent on a yes, then handover to the install or delivery team.
How it works
A 15-minute call
You tell us where things get missed. We tell you straight if we can fix it.
We map the process
How the work flows today, across which systems and which people.
We build and connect it
Around the systems you already run. Your team is shown how it works.
We look after it
Monitoring, support and small changes every month.
Works with the systems you already run
Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.
Who it's for
- Sales Directors and Managers
- Estimators
- Branch Managers
- Commercial Directors
- Business owners
The systems we set up
Built on real jobs
Straight answers
How often should a quote be followed up?
A good default is two to three days after sending, about a week later, and a final check at around two weeks. We set the timings to suit your sales cycle.
Does it work with our quoting system?
Usually, yes. We connect to where quotes are created today, whether that's your merchant system, accounts package, quoting software or a spreadsheet.
Related solutions
Sales
Sales automation
Sales automation makes the follow-up happen on its own: every enquiry answered, every quote chased, every lead passed to the right person, and every rep's activity in your…
See what we automateSales
CRM automation
A CRM is only as good as what gets put in it. We automate the updates: enquiries, calls, quotes, orders and follow-ups land in your customer records on…
See what we automateSales
Sales team performance & commission
Commission worked out automatically when a sale is booked, weekly payouts totalled, double payments blocked, and every rep's activity and conversion on one screen. Managers see who's performing…
See what we automateWorth a read.
5 min read
What is sales automation? (And what it isn’t)
Sales automation uses software to do the repeatable parts of selling: replying to new enquiries, following up quotes, reminding reps who to call, updating customer records and reporting…
Read the guide5 min read
Business automation vs hiring an administrator: which do you need?
If the work is repetitive and rule-based (chasing quotes, sending reminders, copying data between systems), automation does it more reliably and never goes on holiday. If it needs…
Read the guide
5 min read
How to automate invoice chasing (without upsetting good customers)
Set a reminder schedule that starts before the due date, write short messages in your own tone, send them by email and text automatically from your accounts data,…
Read the guideEvery call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.