CRM · Follow-ups
Automatic quote follow-up, all the way to signature
Your quotes followed up on time, without a second thought.
A quote sent and then forgotten is a job that goes to a competitor. Following up by hand takes time and memory. With Essuivi, every unanswered quote is followed up according to a sequence you set, and the follow-ups stop on their own once it's signed.
Day 3, Day 7: a follow-up pace you choose.
You define the sequence steps: delay after sending, channel, message template. Every quote sent follows the sequence for as long as it remains unanswered.
- Configurable steps and delays
- Sequence applied to every quote sent
- Each step tracked on the quote
- Day 0Quote sentSent
- Day 3Automatic follow-up emailSent
- Day 7Second follow-upScheduled
The sequence stops on signature.
Follow-ups stop as soon as it's signed.
As soon as the customer signs, the sequence stops: no further messages are sent. You can also pause a follow-up manually.
- Automatic stop on signature
- Manual pause available
- No messages sent after acceptance
Personalized messages, in your own voice.
Each step uses an email template you write. Quote and customer details are inserted into the message automatically.
- Templates written by you
- Quote fields inserted automatically
- A different template for each step
What people ask us about this.
Yes. Day 3 and Day 7 are just examples: each step of the sequence can be set to match your sales rhythm.
No. The sequence stops automatically as soon as the quote is signed.
Yes. Follow-ups can be paused or stopped quote by quote, for example when the customer has already replied by phone.
Yes. Every follow-up sent is logged on the quote and in the customer record's history.
This module in the Essuivi cycle.
No more forgotten quotes.
See how a follow-up sequence is set up and stops on signature.