Auto reminders, logged feedback & a visible funnel — keep lifting your win rate
Close the loop after every quote goes out: quotes automatically enter a follow-up queue, overdue replies trigger a second reminder to the rep, customer feedback and price negotiations are logged item by item, the quote funnel and win rate stay visible in real time, and a confirmed quote converts to a sales order in one click — no more quotes left forgotten or follow-ups run from memory.
Follow-up queue, customer feedback, quote funnel and conversion status at a glance
Complete coverage of the follow-up journey, from reminder to conversion
Once a quote is sent it enters a follow-up queue and tasks are assigned by your cadence, so each rep sees the day's pending quotes at a glance.
When a customer is slow to reply, a second follow-up reminder fires automatically and due tasks are pushed to the owner — no quote left forgotten.
Feedback, price negotiations and objections from each follow-up are logged on the timeline, keeping the conversation and price history fully traceable.
The distribution across sent, following up, pending, won and lost is shown in real time, so conversion bottlenecks are spotted instantly.
Win rate, average deal cycle and per-rep conversion ranking are calculated automatically, letting quote performance speak with data.
Once the customer confirms, convert the quote into a sales order in one click; product, quantity, price and lead time carry over and data flows seamlessly.
Flexibly adapts to different follow-up scenarios
With hundreds of quotes going out each month, the system queues follow-ups and fires overdue reminders, so even a busy rep never misses one.
Customer feedback and the negotiation trail are fully logged, so when a rep is away or a deal is handed over, a colleague picks up from the timeline.
With a visible quote funnel and win rate, managers review conversion bottlenecks by rep, customer and product for precise improvement.
A closed loop from quote sent to confirmed conversion
Once sent, the quote auto-enters the follow-up queue → tasks are assigned to reps by your cadence
Due and overdue replies trigger automatic reminders, so reps follow up on time and no quote is missed
Customer feedback and negotiations are logged item by item; the quote funnel and win rate stay visible
The customer confirms → convert to a sales order in one click, with details carried over and data flowing seamlessly
Questions you may have
Yes. Once a quote is sent it automatically enters a follow-up queue, and the system reminds the sales owner according to your follow-up cadence. If the customer does not reply in time, a second follow-up reminder is triggered automatically, with owners and reminder records fully retained so no quote is left forgotten.
Each round of follow-up captures customer feedback, price negotiations and objections, logged item by item on the quote's follow-up timeline. Price revisions and the full conversation history are clear at a glance, making it easy for the team to hand over follow-ups and review key deal moments.
Yes. The quote funnel shows the real-time distribution across stages — sent, following up, pending confirmation, won and lost — while win rate and average deal cycle are calculated automatically. Conversion performance is visible on one screen, so follow-up priorities are obvious.
Yes. Once the customer confirms the quote, it converts to a sales order in one click with product, quantity, price and lead time carried over automatically. Data flows seamlessly into the export and purchasing stages with no re-entry, and the whole quote-to-order path stays traceable.
Dedicated 1-on-1 consultant service — see Quotation Follow-up and the full inquiry & quotation flow in action