Follow-Up Automation
Keep enquiries, quotes and promised callbacks moving toward a decision.
Explore follow-upsFollow up opportunities. Resolve customer issues. Keep the next action clear, from the first enquiry to the final payment.
14-day trial, then monthly. Registration and checkout opening soon.
Opportunities and issues that need attention.
requires attention
Follow-Up Automation, Complaint Resolution and Quote-to-Payment keep customer work connected.
Keep enquiries, quotes and promised callbacks moving toward a decision.
Explore follow-upsGive customer issues an owner, a clear next action and a recorded outcome.
Explore resolutionTurn accepted quotes into invoices. Hold payment reminders when a complaint needs attention.
Explore quote-to-paymentTurn a missed callback, repeat complaint or renewal risk into work someone owns.
Without a clear next stepAn interested customer is easy to lose in a busy inbox.
With ActionNudgeA callback becomes visible work, with a date and an owner.
Conversation context stays with the recommendation.
Owner: Service coordinator
Review before sendingIllustrative workflows, not customer results. AI recommendations require connected data and configured processing. Your team reviews sensitive actions.
One customer, one example: an accepted quote, a billing question and a recorded payment.
Keep the customer's request and next step together in one record.
enquiry.received09:00 Open quotes, overdue callbacks and unresolved complaints, together in your daily queue.
in opportunities and exposure
Customer context informs the recommendation. Your team decides what happens next.
Keep conversations with customer work. Mailbox access requires authorisation and setup.
See the follow-up, complaint or promise that needs attention, with its context.
Review the draft, assign an owner and keep sensitive actions under human control.
Bring the conversation, previous contacts and next action together. Give the issue an owner and record the outcome.
Give an unanswered quote or promised callback a date, an owner and a next step. Carry the agreement through to an invoice and payment.
Kitchen renovation estimate
Follow up estimates and callbacks. Keep service complaints visible until resolved.
Move proposals toward payment. Resolve scope and billing questions with context.
Connect order enquiries, billing complaints and renewal conversations.
Give follow-ups and escalations an owner, so customers get a clear next step.
Start with follow-ups. Add capacity as your customer work grows.
For an owner or solo operator keeping customer follow-ups on track.
$29USD / month
14 days free, then $29/month
Sign up for StarterFor small teams managing customer follow-ups and resolution together.
$79USD / month
14 days free, then $79/month
Sign up for BusinessFor growing teams with more people, inboxes, and customer conversations.
$149USD / month
14 days free, then $149/month
Sign up for ProYour confirmed billing country sets your default currency at signup.
Payment authorization starts the trial. Cancel before it ends to avoid the first charge. One trial per workspace; returning subscribers renew monthly without another trial.
Monthly fees are non-refundable except where required by law. Duplicate or incorrect charges are reviewed.
Terms & ConditionsRefund Policy
Launch status: Registration submission and checkout are not open yet. Email delivery and payment activation are pending. Inbox integrations are in staged development; plan allowances apply when activated.
Role-based access, recorded changes and human approval keep customer actions accountable.
One clear next step for the customers who need you.
Registration and checkout opening soon.