Know what is still open.
For many service businesses, quotations are stored across mailboxes and personal notes. The hard part is remembering which customer needs a clarification, who is waiting for an approval and which proposal is no longer relevant.
A first automation worth testing
- Import a customer-approved list of open quotations.
- Set ownership and follow-up dates for each opportunity.
- Prepare context-specific reminders without inventing urgency or commitments.
- Require approval before any external message is sent.
- Record replies and close out proposals that no longer need follow-up.
Clear limits
The system does not negotiate prices, create commitments, or send unsolicited bulk marketing on its own. Customers remain responsible for their contact permissions and final communication decisions.