Proposal Follow Up Agent
Follow up on every open proposal before it goes cold. The agent checks your CRM for proposals and quotes with no reply, drafts the follow up, and can send it for you.
Works with the tools your team already uses
commonskuSageGmailOutlookSlackNever let a quote sit quiet
A quiet proposal in the CRM
When a proposal has gone days without a reply, the agent flags it and drafts the follow up.
A plain language Slack message
Ask it to chase a specific quote in Slack or any channel, and the follow up gets drafted.
A regular sweep
The agent reviews all open proposals on a schedule and queues follow ups for the ones going stale.
Follow up on all open proposals in seconds.
How it works
Checks the CRM
Finds proposals and quotes that were sent but never got a reply.
Drafts the follow up
Writes a note that references the original proposal and keeps the conversation warm.
Sends or waits for review
Sends the follow up for you, or holds it for a rep to approve first.
Logs it back
Records the touch in the CRM so the team always knows where things stand.
See the Proposal Follow Up Agent on your pipeline.
Book a short demo and we'll show it chasing a real open quote.