ZANUS FRONT OFFICE FOR QUOTE DESK — QUOTE FOLLOW-UP
Follow-up that does not forget a quote — and stops the moment a person should call.
Sent, forgotten — that is how most quotes die. Here every quote drops into the quote chase preset: a check-in on day one, a nudge with the answer to the question they asked on day three, the expiry reminder on day seven, in your tone and their language. A reply stops the sequence and alerts a person; a quote opened repeatedly without an answer escalates to your estimator’s call. Renewals and seasonal re-quotes run on their own calendar.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
Pick the preset, give the AI a one-sentence direction — “friendly, mention the delivery window” — and every quote is followed up on schedule.
A reply, a question or a third open stops the sequence; the customer lands in the NEEDS HUMAN queue as a warm buyer.
Annual service contracts, seasonal orders, last year’s event — automated events send the re-quote invitation before the customer starts shopping around.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Will it pester our customers?
No. A reply, an unsubscribe or an engagement threshold you set stops the sequence; the schedule and the tone are yours; every send obeys the daily caps in Protection. Declined quotes are closed politely and recorded with the reason.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own business. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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