Your quote workspace
Import your own quotes on the free tier, or use the prepared dashboard without sharing customer data.
Quote Follow-up Manager · Sales follow-up
Turn forgotten quotes into a clear follow-up list.
Import an existing CSV, review the deterministic priority score and approve each email draft separately.
No automatic email.
The safe workflow exports EML drafts for your own mail application and stores no SMTP password.
The safe workflow exports EML drafts for your own mail application and stores no SMTP password.
Prioritised quotes
Value, age and follow-up history stay visible. The score is not a sales prediction.
| Customer | Quote | Value | Priority | Action |
|---|
Quote workspace ready.