Sales & marketing

Sales follow-up

Chases quotes, nurtures prospects, and keeps your CRM up to date automatically.


Chases quotes, nurtures prospects, and keeps your pipeline moving — the follow-ups that quietly slip through the cracks.

What it does

  • Follows up on quotes and stalled deals
  • Nurtures prospects with timely, relevant touches
  • Keeps your CRM updated automatically
  • Flags when a human should step in

Common requests it handles

  • Following up on your quote
  • Checking in — any questions?
  • Update the CRM after this reply

Recommended models

On-brand, context-aware follow-ups suit a strong instruction-follower (Llama/Qwen self-hosted, or GPT/Claude via API). Gemma is fine for templated touches.

Tuning tips

  • Define your cadence and when to stop chasing
  • Personalize from CRM context, not generic templates
  • Hand off the moment a prospect re-engages with intent

What we need from you

  • Your follow-up cadence and messaging
  • CRM access
  • What a 'ready' lead looks like

Good for

  • Teams losing deals to slow follow-up
  • Long sales cycles
  • Keeping the pipeline warm