Quote Follow-up

Your quotes go out. The follow-up takes care of itself.

The agent detects every quote sent, follows up at configurable intervals (two follow-ups 24h apart by default), and stops the moment the customer replies. Draft mode or fully automatic, your choice. +10% conversion rate on quotes, measured across our customers.

Detection of quotes with no reply
Key benefits

What the agent changes, in numbers.

+10%

Conversion rate

Measured across our customers after activation, in line with our product benchmark.

24h

Between each follow-up

Default cadence. Number of follow-ups and delay configurable, mailbox by mailbox.

How it works

Detect, follow up, stop at the right moment.

The agent sees what your sales admin team doesn’t have time to see.

The agent sees what your sales admin team doesn’t have time to see.

The agent detects every quote sent, then follows up at regular intervals: two follow-ups 24h apart by default, cadence and number configurable. The moment the customer replies, the agent stops, classifies the intent, and closes the follow-up. You choose: automatic sending or draft mode for sales admin validation.

  • Two follow-ups 24h apart by default, cadence and number configurable
  • The agent draws on your reference emails to match your team’s tone
  • The moment the customer replies, the agent classifies the intent and stops following up
The agent executes. You validate.

The agent executes. You validate.

No decision gets made without you. Draft mode lets you validate every follow-up before it’s sent. After a few days of pilot, most of our customers switch on automatic sending for standard accounts, and keep manual validation for strategic accounts.

  • Draft mode by default: the agent prepares, you send from Outlook
  • A confidence score shown for every follow-up generated
  • Full history available in your Catalog back office
Features

Three things the agent does very well.

Configurable follow-up cadence

Two follow-ups 24h apart by default. Set the delay and number of follow-ups, mailbox by mailbox.

Emails in your sales rep’s tone

The agent generates each follow-up from your reference emails, tailored to the quote’s context.

Every mailbox tracked, no duplicates

Individual or shared mailboxes. Outlook, Gmail, info inbox. The agent orchestrates without duplicating follow-ups.

Customer stories

They switched this agent on.

Background

Groupe HEDIS

“On every incoming order, the agent applies our opportunity rules. The opportunity is obvious, because it arrives with the order itself.”
Jean-François Le Rudulier

Jean-François Le Rudulier

CIO, Hedis Group

context & challenges

At Hedis Group, the share of orders processed without any data entry went from 22% to 54% in a few months. The time freed raised a question: what to do with it? Rather than shrinking the team, HEDIS moved its sales support staff onto inside selling: restocking, complementary ranges, customer reactivation. The challenge: equip them with an agent that spots opportunities as the orders come in and hands them over ready to use.

22% to 54%

orders processed without data entry.

+3 levers

restocking, ranges, reactivation.

Read the customer story
FAQ

Frequently asked questions

No. The agent connects to your mailbox (Outlook or Gmail). No ERP access is required for follow-ups. If you later want to connect your ERP, Catalog integrates via API, webhook, or flat files: SAP, Sage, Cegid, Microsoft Dynamics, Sellsy, EBP, Divalto, AS/400, and several industry-specific or in-house ERPs.

See how many quotes are sitting dormant in your mailbox.

48h. One PST file. No ERP access. A data-backed report on unfollowed quotes over your last 90 days.

CF GroupAdiscoHedisNoveoAvrilInterinoxFoussierAldesAlukSetinTivolyT2SCF GroupAdiscoHedisNoveoAvrilInterinoxFoussierAldesAlukSetinTivolyT2S