Follow up open quotes and record why orders were won or lost
We take off your hands: remembering to follow up every quote you send and finding out why you won or lost each one.
You get: draft follow-ups for your sales staff to send, a live view of open quotes by customer and product, and a monthly look at why work was lost.
Get a price for thisOr check first: Are we ready for AI?
The problem
We send quotes and then forget about them.
How it works
What comes in
- Quote register or ERP quotes, email threads, CRM
What AI does
Schedules follow-ups, drafts messages, reads replies to capture outcome and reason, and summarises patterns monthly.
What you get
- Follow-up drafts, an open-quote dashboard and a monthly lost-work analysis
Who signs it off
Your sales staff approve and send every message. The account owner confirms each reason for a win or loss.
What it needs to work
- Quote register access
- Email integration
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?