Can this be used for both small and large quotes?
Yes. You can adjust follow-up cadence and escalation thresholds based on deal size and urgency.
Estimate Follow-up
Estimate Follow-up Agent Demo
A demo of the estimate follow-up workflow where the agent checks quote status, handles common objections, and secures clear next steps so opportunities do not stall after proposal delivery.
1:10December 8, 2025
Key takeaways
- Turns passive proposal sends into active follow-up sequences.
- Captures objection themes to improve close rates over time.
- Keeps sales reps focused on high-leverage conversations.
Transcript summary
The call opens with a polite follow-up on a previously sent kitchen backsplash estimate from Lu Renovations, asking whether the customer has questions or is ready for next steps. The customer shares they are still comparing quotes and requests a callback tomorrow at 4:00 PM, and the agent confirms that exact time in a professional, no-pressure tone. After the call, InvoicifyAI logs the quote-comparison status, schedules the requested callback, and keeps the full transcript and recording attached to the estimate so no manual reminders are needed.
Video FAQ
Will it stop when a quote is accepted?
Yes. Follow-ups can halt automatically when the opportunity reaches the next stage.
Can we review call outcomes in CRM context?
Yes. Outcomes can be surfaced alongside opportunity details for faster rep follow-through.
Do you support DNC and per-customer configuration?
Yes. You can honor do-not-call preferences and apply customer-level reminder settings so outreach respects each account's communication rules.
