Quote the Same Day. Follow Up Every Time. Lose Nothing to Silence.

AI turns each enquiry into a draft quotation from your price list and templates, sends it once a person approves, follows up on a schedule you set, and records every step in your CRM — so the deal that used to go quiet now gets closed or closed out.

Pre-built AI Automation · Live in about 1 month. The quote goes out today, not next week.

In a complimentary 60-minute consultation, you'll get:

  • How enquiries arrive and how quotes are put together today
  • Your price list, templates and who approves a quote
  • The follow-up cadence and when a deal is marked lost
Book Free Consultation
Quotation and follow-up automation: an enquiry becomes a draft quote, is approved by a person, sent, and followed up on schedule
This is a packaged product, not a custom project

PRE-BUILT AI AUTOMATION

A fixed-scope automation we have built and tested. We connect it to your systems, configure it to your rules, and switch it on — in about a month.

✓ Fixed scope, fixed price✓ Live in about 1 month✓ Ready to deploy today

From Enquiry to Approved Quote to Closed Deal — Without the Chasing

Most small businesses do not lose deals on price. They lose them in the gap between the enquiry and the quote, and in the follow-up that never happened because the week got busy. Singapore SMEs consistently name quotations, approvals and documentation as the admin that quietly throttles growth.

This is one pre-built automation with a fixed scope — it does the drafting, the chasing and the record-keeping, and leaves pricing decisions and the relationship to your team:

How quotation and follow-up automation works: enquiries from forms, email and WhatsApp become draft quotes from your price list, a person approves, the quote is sent and followed up on schedule, and the CRM is kept current
✓
Enquiry capture

Picks up enquiries from web forms, email and WhatsApp, extracts what was asked for, and opens the deal in your CRM.

✓
Draft quotation

Builds a quote from your price list, packages and templates — in your format, with your terms — ready for a person to check.

✓
Approval and send

Routes the draft to the right approver, then sends it to the customer with a tracked link and a PDF.

✓
Follow-up sequences

Follows up on the schedule you set — opened but no reply, expiring soon, won or lost — and stops the moment the customer responds.

✓
CRM kept current

Stage, value, next action and every message are logged automatically, so the pipeline you look at is the real one.

What Quotation & Follow-up Automation Delivers

The first thing owners notice is quotes going out the same day; the second is deals that used to vanish coming back with a yes or a no.

Same day
Quote Turnaround

Enquiry to approved quote in hours, with a person checking the numbers — not a week of 'I'll get to it'.

100%
Quotes Followed Up

Every open quote gets the follow-up sequence, every time, until the customer answers or the deal is closed out.

0
Deals Lost to Silence

Nothing goes quiet in an inbox. Each deal ends in a decision, and your CRM says which.

Live
Pipeline You Can Trust

Stages, values and next actions are updated by the automation, so the forecast reflects reality without anyone filling in fields.

Your salesperson still decides the price and still has the conversation. The automation makes sure the quote is drafted the moment the enquiry lands, the customer hears from you on schedule, and the CRM tells the truth.

See It Draft Your QuoteComplimentary 60-minute consultation. No commitment required.

Deployed Within 1 Month

1

Scoping (Week 1)

Map how enquiries arrive and quotes are built, gather your price list and templates, and agree the approval and follow-up rules.

2

Configuration (Week 2–3)

Connect forms, inbox, WhatsApp and CRM; set up the quote template, approval routing and the follow-up sequences.

3

Testing (Week 3–4)

Run last month's enquiries through, compare the drafts with the quotes you actually sent, and tune the rules.

4

Go Live (Week 4)

Switch on for new enquiries, brief the sales team on the approval queue, and review the first week's pipeline together.

Ready to send quotes the same day?

Book a complimentary consultation and watch the automation draft a quote from one of your real enquiries.

Book Free Consultation

Three Ways to Work With Us

Start with a fixed, ready-to-deploy automation — and grow into a fully custom build only if you need to.

📦

Pre-Built AI Automation

A fixed, ready-to-deploy automation — exactly what's described on this page. Live in about a month.

📊

+ Live Dashboard

Add a real-time dashboard to track and report what the automation is doing. An optional add-on.

🛠

Customized Agent

Need it tailored to your systems, or a workflow beyond this scope? We build a custom AI agent, priced to your project.

Book a Free Consultation

Frequently Asked Questions

Enquiry capture from forms, email and WhatsApp; draft quotations from your price list and templates; approval routing and tracked sending; follow-up sequences; and automatic CRM updates. It's a fixed scope — configurable product pricing, multi-currency proposals, e-signature contracts or invoicing fall under a Customized Agent build.
No — by design. It drafts from your price list and rules, and a person approves every quote before it goes out. Discounts and negotiation stay with your team.
HubSpot, Pipedrive, Zoho and Odoo CRM, plus Gmail or Microsoft 365, WhatsApp Business and common web form tools. If you don't have a CRM yet, we set up a simple one as part of the deployment.
Short, personal messages in your voice, on the schedule you choose — for example two days after the quote is opened, a week later, and before the quote expires. They stop the moment the customer replies, and a person can step in at any point.
Yes, for standard products, packages and rate cards. Quotes that need engineering, site surveys or bespoke configuration are drafted as far as the rules allow and then handed to a person to complete.
No. A price list in a spreadsheet, templates in Word and contacts half in a CRM and half in phones is the normal starting point. If the data this automation needs isn't in usable shape, we add our pre-built Data Pipeline Automation to connect the sources, de-duplicate and standardise the records, and keep the CRM fed on schedule. For deeper gaps — no consistent pricing, years of unstructured history — our data engineering services get the foundation ready first. We assess this in the scoping week.
Configurable pricing, proposal documents, e-signature contracts, deposits and invoicing, or lead generation are handled as a Customized Agent, priced to your project scope.

Ready to explore how AI fits your business?

In a complimentary 60-minute consultation, you'll get top AI use cases, clarity on where to start, and a practical next step.

Book Free Consultation