Estimates that sit in email draft folders do not become jobs. This agent watches open quotes, drafts timed follow-ups, and marks which estimates need a phone call instead of another email.
What's Included
- Open estimate queue: Status, amount, and days since sent.
- Follow-up drafts: Day 3, day 7, and day 14 notes you can edit.
- Call flags: Larger quotes that deserve a live conversation.
- Win/loss notes: Simple reasons when a quote closes or dies.
How To Use
- Clone the sales pipeline app on this page.
- Add open estimates with send dates.
- Let the agent draft the next follow-ups.
- Send approved notes and update outcomes.
Pair with sales agents and the CRM generator.