Back Office
Quote Follow-Up
Tell it a quote went out and it follows up for you, three polite notes on your schedule, until they answer
Preview uses placeholder branding. Yours is built with your logo, colors and services.
When it goes live
Instant. Live when you hit Publish
Built and waiting in your dashboard the moment you pay. Set the wording and the look, hit Publish, and paste one line on your site (we can install that for you in about two minutes).
What it costs
$350 setup, then $75/mo
Built and waiting in your dashboard the moment you pay. Set the wording, hit Publish, and it is live; we can install the one line snippet for you in about two minutes.
How it actually works
Most quotes are not lost to price. They are lost to silence: you send the number, you dread the did-you-decide call, and the job quietly goes to whoever asked again. Now you tell your assistant a quote went out and that is the whole job. A polite note goes to the customer a few days later, a second one a week after that, and a last one that says it is the last one. The moment they answer, you tell it to stop and take the conversation from there.
What we need from you
- You saying a quote went out, with the customer's email
- Your cadence: when the first note goes and how often after
What you get back
- Three follow-up notes in your business's voice, sent on schedule
- A first note timed days after the quote, never crowding it
- A final note that says it is final, so nobody feels hounded
- Stop any one of them any time by saying so in your portal chat
It follows up on quotes you tell it about; it does not read your inbox or your quoting software. It never invents details about the quote, and when the customer replies, the conversation is yours: replies land in your inbox, not ours. The listed price covers up to 100 documents or pages a month. Past that it moves to the next tier, and we tell you before it does, never after.
Also in Back Office
The paperwork nobody wants to do
Managed for you
Consumer Pay
Card fees stop coming out of your pocket - free terminal, no contract, and you keep 100% of every card sale
$0 setup
Instant. Running when you sign in
Staff Handbook Assistant
Your team asks it instead of asking you, and it answers from your own policies
$600 setup
Instant. Running when you sign in
Staff Training Quizzes
Quizzes new hires on your own products and policies so they learn the floor before they work it
$600 setup