Automated Follow-Up System

The problem

Quotes go unanswered and enquiries go cold because nobody had time to follow up.

Common use cases

Quote and proposal reminders
Re-engaging enquiries that went quiet
Post-service feedback requests
Renewal and repeat-purchase reminders

How it works

Creates follow-up tasks when a lead, quote or booking reaches a set point.
Sends approved reminder messages by email or WhatsApp templates.
Stops automatically when the customer replies or the deal closes.
Shows staff what is due today.

Example workflow

Trigger (quote sent, no reply)
Wait period
Approved reminder
Reply detected
Task closed or escalated

What it is designed to help with

Fewer forgotten follow-ups
Consistent customer communication
Staff focus on replies, not reminders

Results depend on your processes and data. We don't promise specific savings or revenue.