AI Follow-up for Quote and Estimate Desks. Every quote followed up until the customer answers.
AI Follow-up runs a sequence after every quote: a check-in after the quote is sent, a nudge that answers the question the customer asked, a reminder before it expires. The AI suggests the steps from your knowledge and writes them in the customer's language. A reply stops the sequence and alerts the salesperson, and consent rules are respected.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Follow up every quote on day two and day six, then a final note before expiry.”
Lisa“Done: every quote now gets a check-in on day two, another on day six and a last note before it expires. Friendly tone?”
Any setting, in any module · applied only on your yes
How Quote and Estimate Desks use it
A kitchen remodel quote sent Monday gets a friendly check-in Wednesday and an expiry reminder the following Monday.
A customer replies 'can we start in May?'; the sequence stops and the estimator is alerted to answer.
A request that never got a quote because details were missing receives two reminders asking for them.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Quote and Estimate Desks: questions & answers
How do I follow up on quotes automatically?
AI Follow-up starts a sequence after every quote, with steps the AI suggests from your knowledge and writes with you. Each message goes out in the customer's language and lands on their record.
Will follow-up keep e-mailing a customer who already replied?
No. A reply stops the sequence immediately and alerts the owner of the quote, so the next message comes from a person. Consent rules are respected on every step.
Can I see whether follow-up e-mails are delivered?
Yes. The deliverability report shows bounces, complaints and engagement for your follow-ups, so you can spot a quote reminder that never reached the customer.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Quote and Estimate Desks ›
Answers & books
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Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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