E-commerce · Sales

High-Ticket Quote Follow-up

Close open quotes and trade orders that otherwise go quiet.

Apps this needs

Store Platform Shopify, WooCommerce or your storefront for carts, orders & status. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent picks up quotes open past the follow-up window, tracked via the CRM.
  2. Follows up on the buyer's channel — email, WhatsApp, or voice (Twilio, 3CX, RingCentral or a carrier SIP trunk) — persistent, never pushy.
  3. Answers lead time, bulk pricing and payment terms from your rules, with reassurance (warranty, financing) rather than an automatic discount.
  4. Sends the updated quote or checkout link and holds the price.
  5. Passes anything needing a negotiated price to sales, with the history, and logs the outcome to the CRM.

Data sources

Open quotes Pricing & terms Stock lead times CRM

What it targets

  • Open quotes followed up Target 95%
  • Quotes closed Target 24%
  • Average follow-ups per quote Target 3