Quote follow‑up automation
Automatically follow up after quotes are sent—without nagging—so fewer opportunities go cold.
- Quote sent triggers a follow‑up timer
- 24‑hour check‑in message is sent
- 72‑hour reminder is sent (optional)
- Pipeline updates automatically based on response
- Win/loss reason captured for reporting
- Workflow map + build plan
- Implementation + testing
- Documentation + handoff
- Security‑first configuration