Creating and following up quotes with AI
Creating a quote is work that gets left behind when it is busy, and following up is forgotten. Four agents take it over: the first reply within minutes, the draft quote in your house style, the follow-up message after five days and the notes in your CRM. You approve every quote.
- On a new requestLead follow-up agentA reply within minutes, the lead in your CRM.
- After the first conversationQuote makerA draft quote, for approval.
- Five days laterQuote follow-up agentA follow-up message in your tone.
- After every contactCRM keeperNotes and mails in your CRM.
These agents take it over
Lead follow-up agent
Answers a new enquiry within minutes, asks the right questions and puts the lead in your CRM.
Saves, estimated: ± 2 hours a week, and no enquiry left waitingQuote maker
Turns an enquiry into a draft quote in your house style, with your prices, for approval.
Saves, estimated: ± 3 hours a weekQuote follow-up agent
Follows up every outstanding quote until there is a yes or a no, with a message in your tone.
Saves, estimated: ± 1 hour a week, and more quotes that get an answerCRM keeper
Puts call notes, mails and appointments in your CRM, so the customer picture is right without anyone retyping.
Saves, estimated: ± 2 hours a week
Frequently asked questions
Does a quote go out without me seeing it?
No. Every quote passes you first. A price that is not in your price list, the quote maker leaves open with a question.
Which CRM do I need for this?
HubSpot, Pipedrive or another CRM with a published integration. Without a CRM the agent keeps the requests in a table you point it to.
What if a customer stays silent after two follow-ups?
Then the quote follow-up agent reports it, so you can call. The agent does not keep mailing.