Home / Automations / Quote follow-ups
Free for 2 weeks · no card · no setup fee
Quote follow-up automation
Quotes and proposals that go out and are never heard about again get followed up, politely and on time, without you chasing.
What goes wrong today
- Quotes go out and nobody chases them.
- Following up feels awkward, so it doesn't happen.
- You don't know which quotes are still live.
What it does
- A friendly follow-up a few days after each quote, and another if there's no reply.
- Questions and worries passed straight to you while the customer is still interested.
- A simple way for the customer to accept, ask for changes or say no.
- A list of every open quote and where it stands.
More of your quotes turn into work, without anyone chasing by hand.
How the free trial works
Free for 2 weeks. Then you decide.
We set it up free, with no card. If you keep it, a monthly fee covers hosting, changes and support. We agree that fee on the call, before the trial starts, so there are no surprises.
Tell us what to try
Pick an automation, or tell us what's eating your week and we'll suggest one.
A short call to set it up
We agree what it should do, and the monthly fee if you keep it. No card, nothing to sign.
We set it up, free
Around the tools you already use: your phone, email, diary and business software.
2 weeks on your own work
It runs on your real enquiries, customers and invoices, so you see exactly what it does.
Keep it, or don't
Keep it for the monthly fee we agreed, or we switch it off. Nothing to cancel.
Before you start
Questions people ask.
Is the trial really free?
Yes. Setting it up costs nothing, the 2 weeks cost nothing, and we never ask for card details.
What happens after 2 weeks?
You decide. Keep it for the monthly fee we agreed on the call before the trial started, or tell us you don't want it and we switch it off. There's nothing to cancel.
Do we have to change our software?
No. It works around the tools you already use: your phone, email, diary, and booking, CRM or accounts software. Whether a particular tool can be connected is checked on the call, before anything is promised.
Why aren't prices listed?
Because the right setup depends on the tools you use and how much work goes through it. We'd rather agree a fair monthly fee on a short call than guess here. You know the figure before the trial starts, and you can walk away at the end of it.
What happens to our customers' details?
They stay yours. We handle them only to run your automation, under a written agreement made before the trial starts, and never for anything else.
More automations
What else we can take off your plate.
Enquiry automation
Every enquiry answered in seconds, even when you're busy with a customer. The right questions asked, and the good ones sent to you with everything you need.
2 weeks free →Booking and reminder automation
Customers book appointments, calls or visits themselves from your free slots, and get reminders so they turn up.
2 weeks free →Payment chasing automation
Invoices chased on time, politely and then firmly, so nobody has to make the awkward call.
2 weeks free →Renewal and document reminders
Renewals, contracts, certificates, insurance and anything else with a date tracked for you, with reminders before anything runs out.
2 weeks free →Customer updates and reviews
Customers get updates at each stage, so they stop ringing for news, and they're asked for a review when the work is done.
2 weeks free →Custom automation
A job that isn't on this list? Tell us what it is. We'll say whether it can be automated, and what it would cost.
priced after a free call →2 weeks free · no card · no setup fee
Start your free 2-week trial.
Two short steps. Tell us what you'd like to try and where to reply. We'll be in touch to set it up, free, and you use it for 2 weeks before deciding anything.
- No card details, and no setup fee.
- 2 weeks free, on your own work.
- Then keep it for a monthly fee agreed on the call, or we switch it off. Nothing to cancel.
- No hard sell, before or after.