Quote 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 answer
Quote follow-up agent is an AI agent from Altramano for sales. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Keeps track of which quotes have been sent and when.
- Prepares a follow-up message after a period you choose, short and in your words.
- Reports a quote that is still silent after two messages, so you can call.
- Records the customer's answer in your CRM: won, lost, or the reason.
An example
- In
- A quote of €6,400 sent ten days ago, without a reaction.
- Out
- A short follow-up message for approval, and after another week a note: call this customer.
Integrations it uses
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
PipedrivePeople, organisations, deals and activities in Pipedrive, with triggers on new or changed deals.
SalesforceSearch, create and update records in Salesforce, with triggers on new or changed records.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
SignhostCreating, starting, tracking and cancelling signing transactions in Signhost and pulling the signed document and the receipt, with a trigger at every status change.
Where the limit lies
The follow-up message waits for approval; the first message you can let go by itself.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Follow-up sequence after a quote | automation | Three days after a quote, a friendly follow-up mail, always for approval first. |
| Quiet quotes after 14 days | automation | Every week, a list of quotes nothing has happened on for two weeks. |
| Lost deal → record the reason | automation | Is a quote set to Lost without a reason? |
Frequently asked questions
How often does it follow up?
As often as you set. Many companies choose a message after a week and a second after two weeks, and then a call.
Does it stop when the customer has already answered?
Yes. An answer in the mailbox or a change in your CRM stops the follow-up.
Does it record why a quote was lost?
Yes. If the customer gives a reason, it records it with the deal in your CRM, so you learn from it later.