B2B QuotationsSales Acceleratorv1.2.1
AI Quotation Follow Up System
Multi-stage automated quote follow-up with AI objection classification (price, timing, trust) and rep alerts.
9 KB
- Revenue Recovery
- Revives 15-25% of expiring quotes
- Objection AI
- Categorizes price vs timing
- Retainer Potential
- ₹5,000 – ₹12,000 / month / client
Stops quotation leakage. When a quote is sent from your CRM or accounting tool, this automation schedules polite multi-touch follow-ups via WhatsApp and Email. AI analyzes customer replies, detects specific objections (price too high, needs partner approval, timing postponed), immediately alerts the sales rep on high-intent signals, and automatically stops sequences upon deal acceptance.
What it does
- Automatic quote ingestion from CRM, ERP, or Google Sheets quotation tracker
- Multi-stage scheduled cadence over WhatsApp & Email at approved business intervals
- AI classifies customer free-text replies into actionable objections (price, timing, scope)
- Instant WhatsApp alert to sales rep when prospect signals readiness to buy or negotiate
- Automatically halts follow-ups when quote is accepted, revised, or declined
Runs in your own accounts. The scenarios run in your Make.com workspace with your own API keys. TeamWeScale never sees your leads, conversations or credentials.