Stop losing quotes

Reps follow up daily. Pipeline stays alive. Deals close.

The problem

Hundreds of quotes issued

Your reps quote constantly. Every week, new quotes go into the ERP. Most are never followed up.

But nothing gets followed up

Without a system, follow-up relies on rep memory. Deals slip through the cracks. Revenue disappears silently.

You have no visibility

You can't see what's stale without chasing reps. No way to know what pipeline is at risk until it's too late.

The product

Daily digest. Daily action.

1

Digest arrives in inbox

Every morning, reps see exactly what needs following up. No app. No login. Just email.

2

One click → pre-filled email

Customer name, quote value, context—all ready. Rep sends in 10 seconds.

3

Tag outcome. Next step locks in.

Long-term project? Tender? Not progressing? System auto-schedules the next follow-up.

4

Quote converts → task vanishes

When it closes in your ERP, the task removes itself. No stale follow-ups ever.

Daily Digest

Quotes to follow up 4
Total value at risk £18,450
Days overdue (avg) 12

Managers also get their own digest showing all reps, all branches, all stale quotes.

What happens

📈

Pipeline stays alive

Quotes don't expire. Reps follow up consistently. Deals that would have died get a second look.

👁️

You have visibility

You know what's stale, what's at risk, and which reps are following up. No chasing required.

Habit formation

After two weeks, the digest becomes part of how your branch runs. Removing it creates operational pain.

💰

Revenue recovery

Deals that would have been lost are now closed. Pipeline discipline compresses deal cycles.

Sneak peek

What reps actually see

No complicated dashboard. No new system to learn. Just a simple, focused email every morning with exactly what matters.

  • Customer name and quote value
  • How many days overdue
  • One-click ready-to-send follow-up
  • Quick outcome tag (decides next step)
  • That's it. Takes 90 seconds.