Automation
The tools already in use, connected, so quotations, proposals, contracts, follow-ups and lead handling carry themselves.
Who it is for
Teams whose hours go to quotations, proposals, contracts, follow-ups and lead handling.
What it includes
- Connections between the tools already in use: email, CRM, documents and messaging.
- Drafts of quotations, proposals and contracts from the details already on record.
- Follow-ups and lead handling that run on schedule.
- A person reviews every draft before it is sent.
- Handover notes and one month of support for bugs on our side.
An example
An inquiry arrives, becomes a record in the company's own system, and the team is told in the channel it already watches.
Not included
Anything that takes payments or moves money.
Price
Quoted per engagement.
How it runs
You write, we reply within a day. We agree the scope, then a quotation with a fixed scope and a fixed timeline in writing. We sign, the work is scheduled, and we build in focused passes with progress shared at each milestone. Then delivery, handover notes, and a month of support.