Quotes and follow-ups
Every quote request gets an answer, every quote sent gets a follow-up
Website forms, emails, forwarded requests: quote requests come from everywhere. Each request is read, qualified and added to your tracker. The right salesperson is alerted, the reply is ready, and the follow-up goes out when it should, once you approve.
Today
Deals lost for lack of follow-up
- Quote requests that arrived on Friday evening and were handled on Tuesday.
- Quotes sent and then forgotten, because nobody noted when to follow up.
- A sales tracker kept in a spreadsheet that nobody updates.
With Loop & Roll
What moves forward on its own, from request to follow-up
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Every request qualified
Need, budget, timing, address: the request is read, and what is missing is asked of the customer.
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Added to your tracker
The request joins your CRM or tracker, with the contact and the deal created.
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Passed to the right salesperson
Depending on the region, the product or the customer, the request goes to the person in charge.
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Reply prepared
Acknowledgement, questions for details, a proposed meeting: the salesperson reviews and sends.
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Follow-ups at the right time
No answer after the quote: a first follow-up is ready, then a second. Nothing goes out without your approval.
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Approvals above a threshold
A large discount or a big amount waits for management’s approval before it goes out.
A concrete example
A quote that was sent gets no answer
Eight days later, the follow-up is ready, in the salesperson’s tone, and waits for their approval.
- Quote sent office refurbishment
- Time elapsed eight days, no answer
- Tracker updated follow-up no. 1
- Salesperson alerted Julie, north region
- Follow-up ready to approve
How we go about it
We find where the time goes, then we automate it.
The same method in every company: an AI audit to measure, workflows that run, the time saved shown every month. The first audit is free.
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Product 1 · Identify
The AI audit First audit free
An interview agent talks with each team, by voice or on screen, for about half an hour. It analyses their emails. A senior consultant completes it when needed.
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Product 2 · Automate
The Loop & Roll platform
Each opportunity you keep becomes a workflow that runs. It reads emails, extracts what matters, keys it into your tools and prepares replies as drafts.
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Then · Measure and extend
The time saved, every month
A dashboard for you and your teams shows the time saved each month. Every six months, a new audit finds the next automations, or fixes and improves the ones in place.
We do not replace anyone
For the whole sales team
We take away the tedious tasks so that your teams can make the most of their skills.
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Salespeople
Requests already qualified and follow-ups already written. More time for meetings and advice.
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Sales assistants
Less typing into the CRM, quotes tracked without a spreadsheet kept by hand.
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Management
A view of requests received, quotes pending and deals won.
Workflow library
Workflows from our library for this
Ready-made examples from our business library. Yours start from them, or are built to measure when they do not exist yet.
- Notifications Official Monday recap of last week’s new leads on Teams Every Monday at 8:30, reads the leads table (columns Company, Source, Need, Status “New”), asks the AI for a short recap by source with the... Microsoft Teams OpenAI Tables
- Triage and filing Official Score web-form leads hot, warm or cold Your website form posts each lead to a webhook. The AI scores purchase intent from 0 to 100, the lead is saved in a Table with its temperatu... HTTP and webhooks OpenAI Slack Tables
- Data extraction Official Turn website form emails into Airtable CRM leads Contact-form notifications from your website are parsed: name, company, email, phone, request type and message are extracted and a lead reco... Airtable OpenAI
- Data extraction Official Compare supplier quotes side by side in Airtable Each quote received as a PDF is read and its supplier, reference, total excluding tax, validity date, delivery lead time and payment terms a... Airtable OpenAI
- Triage and filing Official Sort agency mail: buyers, sellers, tenants, syndic For a real-estate agency: the AI tells apart buyers, sellers, tenants and property-manager (syndic) emails. Buyers are saved in a Table with... OpenAI Slack Tables
- Follow-ups and reminders Official Quote sent: nudge at day 3, approved reminder at day 10 Your CRM calls a webhook (email, name, quote_ref, amount) when a quote goes out. A gentle draft follows at day 3, then at day 10 a last remi... HTTP and webhooks OpenAI
Integrations
Works with your tools
Quotes and follow-ups
Your questions
Where do we start?
With a free audit. An interview agent talks with each team for about half an hour, by voice or on screen, and analyses their emails with their consent. You get the opportunities ranked by gain and effort, in hours and euros. You choose, a first prototype runs, and you approve it before it goes live.
Does it work with our CRM?
If it accepts exchanges with other tools, yes: contacts and deals are created there directly. Otherwise a shared table holds the tracking.
Do follow-ups go out on their own?
Nothing goes out without approval until you decide otherwise. At first each follow-up is a draft that the salesperson sends, edits or discards.
Can we keep our tone?
Yes. Replies and follow-ups are written from your templates and past emails, and you adjust them.
How many quotes are waiting for a follow-up right now?
We start with a free audit: your requests, quotes and follow-ups, and what can move forward without retyping. Book a demo.