Follow-up Schedule
Set it and forget it
With automated email follow-ups, you can schedule reminders to check in with clients who haven't responded, and get notified when it's time to follow up.
- Automatically follow up on unseen quotes
- Schedule timed email sequences
- Customise follow-up messaging and timing
- Increase quote conversion rates by 30% on average
Key Features
Our automated follow-up system ensures no opportunity is missed
Smart Reminders
Receive notifications when it's time to follow up with a client, or let the system handle it automatically.
Custom Schedules
Create tailored follow-up sequences with customizable timing intervals that match your sales process.
Email Templates
Use pre-built templates or create your own customized messages for each stage of the follow-up sequence.
"The automated follow-up system has been a game-changer for our business. We've increased our quote conversion rate by 28% since implementing it."
John Smith
Cool Air Services
Results at a Glance
28%
Increase in quote conversions
5 hrs
Weekly time saved
62%
More client responses
How It Works
Setting up automated follow-ups is simple and effective
Create Templates
Design your follow-up email templates with personalized content for each stage of follow-up.
Set Schedule
Define when follow-ups should be sent, (e.g. 3 days, 7 days after initial quote) you choose.
Send Quote
Send your quote as normal and the system will automatically track when it's viewed.
Automatic Follow-up
Let the system follow up automatically via email.
Ready to try all the features for free?
Start your 10-quote free trial — zero setup quoting in minutes, no risk.