Quote follow-up automation
Every quote followed up at the right moment, all the way to signature.
A quote with no follow-up is a sale going cold. HelyOs Global builds a system that tracks every quote sent, triggers well-timed follow-ups, and alerts your team when a prospect warms up. The result: opportunities that no longer die in a forgotten inbox.
What you actually gain
A higher close rate
Every quote gets followed up at the optimal moment, without relying on a salesperson's memory. Mechanically, more prospects make it to signature.
No file ever forgotten
Every quote is timestamped, tracked, and followed up on a schedule set in advance. No prospect disappears for lack of a reminder.
Sales reps back on selling
No more spreadsheet to update by hand to know who to chase and when. The system triggers it, your team focuses on the conversation that closes the deal.
How we roll it out
01
Audit of your quote cycle
We map your current process, from quote sent to signature, to spot where prospects drop off for lack of follow-up.
02
Follow-up sequence design
We set the number of follow-ups, their spacing, and their content to stay present without ever feeling pushy.
03
Integration with your tools
Your CRM, inbox, and quoting software are connected so every quote sent automatically triggers the right follow-up.
04
Rollout and tuning
We put the automation into production, measure early results, and refine the sequence to maximize signed deals.
Tools & integrations
Frequently asked questions
Do I need to change my quoting tool or CRM?
No. We connect your existing CRM, inbox, and quoting software via Make, Zapier, or webhooks. Your current setup stays exactly as it is.
Can I step in manually on a follow-up?
Yes. You manage everything from your CRM: pausing a sequence, personalizing a message, or taking over manually is possible at any time.
What's the timeline and the budget?
This automation is typically live within a few days. Pricing depends on the number of steps and your tools, on quote, starting with our Starter plans from €690.
More solutions worth a look
Ready to make the move?
Describe what you need and get a demo plus a clear plan within 24 hours.