Routine · Sales and CRM
Quote follow-up
A nudge for each quote with no reply after a set number of days.
Runs: Daily, at a time you choose.
- Risk
- R1 Drafts for a person
- Needs
- Quotes sent
- A person
- is designed to decide at step 3
On request, as of 4 Nov 2026.
How it works
- Find quotes with no reply.
- Draft a short follow-up for each.
- A person approves the messages.
Needs from you: Quotes sent.
What it needs connected: CRM export file; Email or WhatsApp.
Where a person is designed to decide: A person approves the messages.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
India: WhatsApp.