Automated Follow-ups
Never let a quote slip through the cracks. With automated email & SMS follow-ups
Start Free TrialFollow-up Schedule
Set it and forget it
With automated email and SMS follow-ups, you can schedule reminders to check in with clients who haven't responded, reaching them on their preferred channel.
- 2-stage automated email follow-ups
- SMS follow-up stage for maximum reach
- Customise messaging and timing for each stage
- Only follow up on unopened quotes automatically
- Increase quote conversion rates by 30% on average
Key Features
Our automated follow-up system ensures no opportunity is missed
2-Stage Email
Two automated email follow-ups at intervals you choose. Perfect for gentle reminders without overwhelming clients.
SMS Follow-up
Add an SMS follow-up stage to reach clients who missed your emails. SMS has higher open rates than email.
Custom Schedules
Set your own timing for each stage: 3 days, 7 days, 10 days, or whatever works for your sales process.
Smart Triggers
Follow-ups only send when quotes remain unopened, stopping automatically when the client views or accepts.
"Cooledge has saved me hours every week. The system quoting feature lets me price split systems accurately in seconds without second-guessing my margins. Finally a pricing system I can rely on."
Moustafa Hamdan
Owner, AirFlow Pty Ltd
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
Configure Stages
Set up your follow-up sequence: 2 email stages plus an optional SMS stage for maximum reach.
Customise Content
Write your email and SMS messages with personalised content, or use our templates.
Send Quote
Send your quote as normal. The system tracks when it's viewed and queues follow-ups automatically.
Auto Follow-up
Emails and SMS send automatically on schedule, stopping when the quote is viewed or accepted.
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