Use case · Trades
Follow up your quotes
without relying on memory.
Between jobs, calls and admin, follow-ups easily fall behind. The system identifies unanswered quotes, prepares the next message and lets you approve it before anything is sent.
01
Quote sent
Your normal process stays the same.
02
Silence detected
After your chosen delay, the system flags the quote and prepares a suitable follow-up.
03
You approve
Edit if needed and decide whether to send. The AI does not send on its own.
04
History kept
See what was followed up, when and through which channel.
Could this fit your workflow?
Run the free diagnostic or describe how you currently follow up quotes.