Quote Follow-Up

The quote you sent isn't dead — it's just unfollowed-up

A quote that goes unanswered for a week usually means the customer got busy, not that they said no. Lira follows up automatically by call or WhatsApp, addressing hesitation instead of just resending the same PDF.

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How does automated quote follow-up work?

Once a quote is sent, Lira tracks whether the customer has responded and, if not, follows up on a schedule you define — checking whether they have questions, whether the pricing needs adjusting, or whether the timeline changed — rather than sending a single generic reminder. Genuine objections or interest get routed to your sales team with the full context of the follow-up conversation.

Capabilities

What you get

Quote-triggered sequences

Follow-up starts automatically the moment a quote is marked sent.

Scheduled check-ins

Follow up at intervals that match your typical sales cycle length.

Conversational, not robotic

Asks what's holding the decision back rather than just repeating "just checking in."

Call or WhatsApp

Follow up by whichever channel the customer originally engaged through.

Objection routing

Route pricing objections or specific questions to a human rep immediately.

Quote conversion tracking

See how much quote follow-up actually recovers versus quotes left unfollowed.

Use cases

Who this is built for

B2B sales teams

Chase proposals and quotes that would otherwise sit in an inbox unanswered.

Service businesses

Follow up on estimates for renovation, repair or installation work.

Insurance & financial products

Follow up on policy or product quotes before the customer compares elsewhere.

FAQ

Common questions

Does this integrate with our quoting or CRM tool?

Yes, via our CRM Automation integration or a direct API trigger when a quote is marked sent.

What if the customer says no?

A clear decline stops the sequence and logs the outcome — it won't keep following up on a quote that's been explicitly declined.

Ready to deploy quote follow-up?

Every new account starts with 100 free tokens — enough to build and test-call your first agent before spending a rupee.

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