Quote Follow-up Agent with AI
This agent tracks the status of outstanding quotes, sends a follow-up message at the right moment when a customer hasn't responded, and alerts the salesperson when personal follow-up is needed instead of an automated message.
At a glance
approx. 4-7 hrs/week
time saving
Kwalitatief: minder offertes die stil vallen door vergeten opvolging; concrete conversieverbetering hangt af van huidig opvolgingsproces
expected ROI
Live in 3 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Quotes stall due to lack of follow-up
- Salespeople have too many open quotes to manually follow up on everyone
- Customers often only respond after a reminder, but that reminder gets forgotten
- There's no central overview of which quotes need attention
- Valuable deals are lost simply because no one called or emailed in time
Automatic flagging with human closure
- Monitors outstanding quotes and flags when a response deadline passes
- Sends a first, personalized follow-up email or message based on the quote content
- Escalates to the salesperson for personal contact if there's still no response after follow-up
- Tracks which quotes have converted, expired or are still pending
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Quote Follow-up Agent · Flags overdue quote responses and sends personalized follow-up messages
Quote is sent and registered in the CRM or quoting system
apiStep 1 of the automated process.
Agent monitors whether the customer responds within the configured deadline
analysisStep 2 of the automated process.
If no response: agent sends a first personalized follow-up message
dataStep 3 of the automated process.
If still no response: salesperson gets a signal for personal follow-up
outputStep 4 of the automated process.
Quote status (open, converted, expired) is updated in the CRM
apiStep 5 of the automated process.
Overview of outstanding quotes is shared periodically with the sales team
analysisStep 6 of the automated process.
0
Steps completed
6
Total steps
What it delivers
Where the gains come from
The biggest gain is that no quote unintentionally falls through the cracks anymore. How much this translates into revenue depends on the current conversion rate and how many quotes currently go unfollowed due to forgetfulness; we therefore give an indicative direction, not a guaranteed percentage.
because every quote automatically gets a follow-up trigger
instead of manually reviewing all quotes daily
timely follow-up generally raises response likelihood, no fixed percentage given
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Connects to the existing quoting and CRM process without forcing a new system
CRM and sales
Quoting and admin
Frequently asked questions
What does the quote follow-up agent actually do?
It monitors your outstanding quotes and flags when a response deadline passes, then sends a first personalized follow-up email based on the quote content. If there's still no response after that, it escalates to the salesperson for personal contact instead of sending further automated messages.
Does the agent send follow-up and negotiate fully automatically, without a salesperson involved?
The first follow-up step can be automated based on templates you approve in advance; if there's still no response, the salesperson takes over personally. Negotiation and pricing decisions always stay with the salesperson - the agent flags and follows up, it doesn't negotiate.
Does this work with our current CRM and quoting tools?
The agent works with CRM systems such as HubSpot, Pipedrive and Salesforce, and quoting or admin tools including Exact Online, AFAS and Offorte. During intake we check which integration is needed for your setup.
What happens if a quote still converts after a follow-up was sent?
The status is updated in the CRM and any further automated follow-up for that quote stops automatically.
What does this agent cost and how long does implementation take?
Standard agents like this start from €2,500, custom builds from €5,000, depending on your CRM and quoting setup. Implementation typically takes around 3 weeks. You can start with a free, no-obligation AI scan to see what fits your sales process.
How is quote and customer data handled?
Data is hosted within the EU and a data processing agreement can be arranged. The agent only uses the quote and customer data needed to track status and generate follow-up messages.
Can the follow-up timing and message templates be adjusted to our sales process?
Yes, follow-up timing, escalation rules and message templates are set up around your sales process. We monitor performance and update the connections if your CRM or quoting tool changes.
No matching agent? Have a custom AI agent built
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Deep dive
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You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Quote Follow-up Agent
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.