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DELTAPRO
All automations

04 · Sales & new clients

Automatic follow-up on sent quotes

Sent a quote and never heard back? The system tracks open quotes and reminds prospective clients at the right moment.

We design, implement, connect to your tools and maintain it — adapted to your process.

Example workflow

  1. 1Quote sent
  2. 2Status tracked
  3. 3Reminder to buyer
  4. 4Reply and next step

The problem it solves

The quote goes out, no reply comes back, and a busy salesperson forgets to follow up. Many quotes don't fail because they're bad — they fail because nobody followed them up.

How it works

  1. 1

    Quote recorded

    Every quote sent gets a status and a follow-up plan.

  2. 2

    Scheduled reminders

    The system sends personalised messages at agreed intervals — for example after 2, 5 or 10 days.

  3. 3

    Automatic stop

    When the client replies, accepts or declines, further reminders stop.

  4. 4

    Overview for sales

    The team sees which quotes are waiting and where a personal call is needed.

What you get from the implementation

  • Integration with your quoting tool or CRM
  • Reminder plan and texts
  • Rules for stopping and handing over to sales
  • An overview of open quotes
  • Monitoring, maintenance and improvements, as agreed

Let's discuss a solution

Describe how this process works in your company today. We'll suggest how to automate it and connect it to the tools you already use.

We reply within one business day. The first conversation is without obligation.

Request a consultation
See the full catalogue
  • 06Sales & new clients

    Automatic handling of new inquiries

    Prospective buyers expect a quick reply. The system picks up new inquiries from your website, email and other channels, organises them and speeds up communication.

    1. Website, email, social
    2. Inquiry sorted
    3. First reply
    4. Responsible person

    Benefit: Faster replies, fewer forgotten contacts and a better-organised sales process.

  • 07Sales & new clients

    B2B sales communication automation

    Find new business clients through a more organised process of research, personalised communication and response tracking.

    1. Company research
    2. Message draft
    3. Team approval
    4. Reply tracking

    Benefit: Less manual admin in sales and a more systematic approach to potential partners.

  • 05Client retention & reputation

    Re-engaging inactive clients

    Have clients who haven't used your services in a long time? The system identifies inactive clients and enables targeted communication so you can reconnect.

    1. Client base
    2. Inactive client
    3. Targeted message
    4. New visit or purchase

    Benefit: Better use of your existing client base and more repeat business.