Stop leaving work on the table. Built for teams that need consistent estimate follow-up without depending on a rep to remember.
Click each day to preview the exact message your lead receives.
Four reasons most quotes never turn into booked work — and how to fix each one.
Waiting days to follow up lets leads cool off and choose faster competitors.
Some leads get a call, some get nothing. Manual follow-up is never reliable.
Leads don't know what to do next, so they do nothing.
Without tracking, your team doesn't know which leads just opened the estimate.
Whether you're using pen and paper or a CRM, we have many ways to connect our quoting follow-ups. Webhooks, API's, direct integrations, or using our internal CRM are all options. We're integrated with tools like Housecall Pro, ServiceTitan, and Jobber.
We have full coverage between texting, emailing, and AI voice. Communications are sent on a schedule you define, and makes sure that your quotes get converted into booked work.
The quote follow-ups have an intelligent team of AIs that wait for further questions about the quote. They can help move the quote to the next step or get you involved if appropriate.
Four features that close the gap between sent estimate and booked job.
The sequence fires automatically, every time, for every quote — your team never has to track what goes out next.
Some people ignore email. Some answer text. Some need a call. Your system mixes channels in the same sequence instead of guessing blindly.
When someone clicks, replies, or asks a buying question, your sales team gets an alert immediately so they can follow up while interest is high.
Every estimate, reply, and next step is visible in one place so your team always knows which quotes are still open.
Four scenarios your automated sequence handles while your team focuses on other work.
Sequence sends timed reminders across text, email, and AI voice until the lead responds or opts out.
When a lead opens the estimate but doesn't respond, the system flags them as warm and sends a targeted nudge.
If a lead mentions budget concerns, the sequence shifts to a financing-focused message flow automatically.
Started the booking process but didn't finish? A recovery sequence kicks in within the hour.
What businesses using automated quote follow-up actually see.
Matt De Sanctis · Owner, No Fuss Tutors
"We used to worry about losing customers because we weren't responding fast enough. Now that we have Small Business Chatbot, I can relax knowing that prospects will be responded to instantly and delivered to my inbox."
Manual follow-up · Inconsistent · Reps forget · Leads go cold
Automated sequence · Every quote followed up · Hot leads flagged instantly
Common questions about quote follow-up automation.
The platform focuses on the follow-up layer after a quote is sent. You send quotes via your existing tool and trigger the follow-up sequence from there via webhook or manual entry.
Yes. Reminders go out by text, email, or AI voice on a schedule you define: Day 1, Day 3, Day 7, or a custom cadence that fits your sales cycle.
Yes. You can combine all three channels in a single follow-up sequence and set the order and timing for each message in the series.
Yes. The moment a lead responds, the sequence pauses automatically so they aren't over-messaged.
Yes. When a lead clicks, replies, or shows strong buying intent, your team gets an immediate notification so they can reach out while the lead is warm.
Yes. You can restrict outbound messages to specific days and hours so follow-ups never go out at midnight or on holidays.
Now automate the part most teams forget and win more of the work you already earned.