Quote follow-up that happens on its own.
Every quote gets followed up automatically by text and email. If there's still no reply, the salesperson gets a task to call, and managers get an alert when a quote is going cold. For installers, it can also collect the deposit and send the contract for e-signature.
No big upheaval. We plug into the system you already use.
You sent the quote. You meant to chase it. Then the week happened. Most quotes aren't lost to a competitor. They're lost because nobody had time to ask.
Every quote chased until you get a yes or no.
What's included
- Quote email and text sent the moment a quote is created
- Automatic reminders at set times (for example 1 day and 3 days later)
- Call task for the salesperson when there's no reply
- Manager alert for quotes going cold
- Optional: deposit payment link, e-signature contract and handover to the install team
How it works
Quote goes out
Email and text sent the moment it's created.
Reminders go out
At the times you choose, until they reply.
Your team's told who to ring
A call task when there's still no answer.
You hear a yes or no
And, for installers, the deposit and contract follow on their own.
Before and after
Who it's for
- Builders', flooring, plumbing and electrical merchants
- Kitchen and bathroom fitters
- Solar, battery and heat pump installers
- Window, door and roofing companies
- Landscapers and plant hire
Built on a real job
Built for a UK solar installer: quote to deposit to signed contract, with nobody in the office chasing.
Straight answers
Will it annoy my customers?
No. Each message is short, polite and in your name, and it stops the moment they reply.
Does it work with the way we quote now?
Yes. We plug into how you create quotes today, whether that's your merchant system, accounts package or a spreadsheet.
Can it take the deposit too?
For installers, yes. On a yes, it can send a deposit link, then the contract for e-signature, then hand over to the install team.
Every 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.