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