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

How it works

  1. Agent picks up quotes open past the follow-up window.
  2. Follows up on the buyer's channel — persistent, never pushy.
  3. Answers lead time, bulk pricing and payment terms from your rules.
  4. Sends the updated quote or checkout link and holds the price.
  5. Passes anything needing a negotiated price to sales, with the history.

Data sources

Open quotes Pricing & terms Stock lead times

What it targets

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