Know which customer is waiting for a call, who should make it and what to discuss. Organize follow-up so sending a proposal is not the last step in the sale.
KEEP PROPOSALS FROM SITTING UNANSWERED
The proposal went out last week. Nobody was assigned to call, and the customer has not replied. Among new inquiries, that opportunity slips out of view.
For service businesses and sales teams that send proposals and need to continue the conversation in the following days.
Choose a business example
A customer receives your proposal and several days pass without a reply.
Leave someone in charge of the opportunity and prepare the next call with a specific reason.
Your team can return to the customer’s interest and clarify what they need to decide.
Your inquiry · 01
A sale is complete, but the customer may need another service later.
Identify that new need and agree on the next sales activity.
Keep the relationship in mind for another conversation without relying on someone remembering by chance.
The example shows a sales opportunity, the person who takes it forward and the call still to be made.
Leave someone in charge of the opportunity and prepare the next call with a specific reason. Your team can return to the customer’s interest and clarify what they need to decide.
Review the opportunity and what the customer wants to understand why the conversation should continue.
One person takes charge so each adviser does not assume someone else has already called.
The next call is defined to move the proposal forward instead of leaving it waiting.
An existing product. Any customization your business needs is assessed and quoted separately when contracting.
Keep proposals that need a reply or a call in view.
Share sales follow-up and prepare the next conversation with each customer.
Define stages, team and initial data before choosing scope.
Email, WhatsApp and ERP connections and automations are confirmed in the offer; they are not assumed included.
Tell us what happens after sending a proposal and when you contact the customer again.
Identify who sells and how you decide which opportunities need attention first.
Let us review how to keep your way of selling and which customization the team needs.
Reference prices in USD. Setup includes the first month; monthly billing starts in the second. Customization and installation on your servers are quoted separately by contract, without equipment or servers. Final scope and taxes are detailed in your quote.
Start sharing customer follow-up with your team.
From
1 team
Initial payment
From
1 setup
Included
Contacts, opportunities and next activities for follow-up.
Product features for your team, with no artificial intelligence included.
Reference scope: up to 3 users.
Setup includes the first month of service. Monthly billing starts in the second month.
Limits
Included quantity is the basis for the quote. Confirm transaction volume, storage, support hours and operating conditions before contracting.
Additional costs
Optional customization, quoted during contracting.
Additional capacity, migration and integrations are quoted according to your needs.
Installation on your servers (on-premises) is available at additional charges negotiated in the contract. Every installation is agreed by contract; equipment and servers are not included.
Not included
Customization is not automatically included.
Customization, migration and additional integrations are not part of the monthly fee. Setup covers configuration and onboarding for the agreed scope, together with the first month.
This plan does not include AI, bots or MCP tools for agents.
Equipment and servers are not included. On-premises installation is quoted separately, with scope and responsibilities defined by contract.
Taxes: Taxes and payment terms are detailed in the quote.
Ask about this optionKeep more salespeople working with the same information.
From
1 team
Initial payment
From
1 setup
Included
Contacts, opportunities and next activities for follow-up.
MCP tools let your connected agents access and use authorized system functions.
Reference scope: up to 5 users.
Setup includes the first month of service. Monthly billing starts in the second month.
Limits
Included quantity is the basis for the quote. Confirm transaction volume, storage, support hours and operating conditions before contracting.
MCP tools connect your agents; this plan does not include built-in AI bots or AI provider usage.
Additional costs
Optional customization, quoted during contracting.
Additional capacity, migration and integrations are quoted according to your needs.
The connected agent or AI provider service and its usage are contracted and paid for separately.
Installation on your servers (on-premises) is available at additional charges negotiated in the contract. Every installation is agreed by contract; equipment and servers are not included.
Not included
Customization is not automatically included.
Customization, migration and additional integrations are not part of the monthly fee. Setup covers configuration and onboarding for the agreed scope, together with the first month.
Equipment and servers are not included. On-premises installation is quoted separately, with scope and responsibilities defined by contract.
Taxes: Taxes and payment terms are detailed in the quote.
Selected optionCoordinate customer relationships across a larger team.
From
1 team
Initial payment
From
1 setup
Included
Contacts, opportunities and next activities for follow-up.
MCP tools let your connected agents access and use authorized system functions.
Reference scope: up to 10 users.
Setup includes the first month of service. Monthly billing starts in the second month.
AI bots included with 1,000,000 tokens per month shared by the account; overages charged separately.
Limits
Included quantity is the basis for the quote. Confirm transaction volume, storage, support hours and operating conditions before contracting.
AI allowance is shared by the account each month, not per user or bot. Provider-reported input and output tokens are added together, including processed context. The model, usage cycle and overage rate are agreed by contract; tokens do not represent a fixed number of messages.
Additional costs
Optional customization, quoted during contracting.
Additional capacity, migration and integrations are quoted according to your needs.
Additional tokens are billed separately at the model-specific rate agreed in the contract.
Installation on your servers (on-premises) is available at additional charges negotiated in the contract. Every installation is agreed by contract; equipment and servers are not included.
Not included
Customization is not automatically included.
Customization, migration and additional integrations are not part of the monthly fee. Setup covers configuration and onboarding for the agreed scope, together with the first month.
Unlimited AI usage and Meta/WhatsApp or other external channel messaging fees are not included.
Equipment and servers are not included. On-premises installation is quoted separately, with scope and responsibilities defined by contract.
Taxes: Taxes and payment terms are detailed in the quote.
Ask about this optionCustomization is quoted separately during contracting. Installation on your servers (on-premises) is available at additional charges negotiated in the contract. Every installation is agreed by contract; equipment and servers are not included.
Ask without selecting an optionWhich proposals or customers are left without a next call today?
Starter does not include AI. Team includes MCP tools to connect agents that access information or perform authorized actions; it does not include built-in bots, and AI provider usage is paid separately. Business includes AI bots with the monthly token allowance published in its plan. Tokens measure AI usage; additional tokens are billed separately at the rate agreed when contracting.
Yes. The setup payment includes the first month of your contracted plan; monthly billing starts in the second month. Customization and additional charges are detailed separately in the proposal.
Yes. On-premises installation is available for additional charges negotiated in the contract. Equipment and servers are not included. The scope, requirements and terms of every installation are agreed by contract before work begins.
The aim is to keep opportunities and their next activity in view. Your team can review which proposal needs attention and who should continue; it does not promise that the customer will buy.
A next activity indicates work to be done. Any automatic sending or connection to other channels is confirmed in the offer; it is not implied by the example.
For assigning and resolving complaints, review customer service. CRM focuses on following up on proposals and new commercial needs; the two situations need different follow-up.
Which proposals or customers are left without a next call today?
Your inquiry
Customer relationship management · Sending the proposal should not be the final step · Team
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