Quote Follow-up Manager
Quote Follow-up Manager for Small Businesses: turn forgotten quotes into a clear follow-up list.
See which open quotes deserve attention, prepare a personal follow-up and keep every send decision under human control.
START HEREChoose data filesCSV
- Maximum
- 5,000 quotes · 2 MB · one confirmed import
- File handling
- Import preview 2 hours · workspace until deletion
FREE3 jobs a dayFiles up to 10 MB
PROUp to 200 jobs a day€12.99/month or €89.99/year
See plansLarger files need Pro. Failed jobs are never counted.
- Prepared example is free
- 3 free jobs a day
- Cancel anytime
EXAMPLE RESULTSample data
Open quotes · 18
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▼
＋
＝
Drafts to review · 3
- Open quotes
- 18
- Priority value
- €12,480
- Drafts to review
- 3
Formats, limits & file handling
- Works with
- CSV
- Limit
- 5,000 quotes · 2 MB · one confirmed import
- You receive
- Prioritised pipeline, approved email drafts and EML exports
- File handling
- Import preview 2 hours · workspace until deletion
Import the quote list you already have. The workspace ranks open opportunities, prepares a personal draft and leaves every delivery decision with a person.
THREE CLEAR STEPS
From your files to a usable result.
- 01Add your input
Limits and supported formats are visible before you begin.
- 02Review the result
Check the preview, findings or artwork before you download.
- 03Download
Use your free job, plan or credits. Failed jobs are never counted.
Interactive synthetic workspace
See what deserves a follow-up today.
Change the view, create a prepared draft and mark a fictional result. Nothing is uploaded or sent.
✓
No public uploadFictional quotes only
Good morning
Your best follow-up opportunities
Prioritised quotes
Value, age and follow-up history stay visible.
| Customer | Quote | Value | Priority | Action |
|---|
Focused sales workflow
From an existing quote list to a controlled follow-up
- Import and confirm.Upload a UTF-8 CSV with up to 5,000 quotes. Review the detected delimiter, sample rows and SHA-256 input hash before anything is added.
- Work from one ranked list.The fixed score combines value, age and previous follow-up activity. It never claims that a high score predicts a sale.
- Create a personal draft.Use editable templates with explicit placeholders for customer, quote number, service, amount and business name.
- Approve one message.Every draft is locked to the reviewed content hash and rechecked against unsubscribe status before export.
- Send through your mail app.The current safe release exports a standard EML draft. WoluTools stores no SMTP password and never sends in the background.
What stays under your control
The score is a worklist, not a sales prediction. You decide whether the quote is still relevant, whether the wording is appropriate and whether the message should be sent. Won, lost and unsubscribed outcomes are recorded explicitly.
Clear boundaries
Built for follow-up, not CRM replacement.
Useful forSmall teams exporting open quotes from invoicing, estimating or spreadsheet systems.
Not includedLead capture, phone tracking, mass campaigns, automatic messages, forecasting or accounting.
Unsubscribe protectionAn unsubscribed quote cannot create, approve, export or mark a follow-up as sent.
Before following up
Quote follow-up questions
Clear answers about delivery, priority, CRM boundaries and opt-outs.
Does the tool send follow-up emails automatically?
No. Each draft requires individual review and approval. The current safe workflow exports a standard EML draft for you to send through your own mail application.
How are quotes prioritised?
A fixed, visible score combines quote value, age and follow-up history. Won, lost and unsubscribed quotes always receive a score of zero.
Does this replace a CRM?
No. It is a focused follow-up workspace for teams that already keep open quotes in a spreadsheet or another system.
What happens when a contact unsubscribes?
The quote is blocked from new drafts and every pending draft for that quote is cancelled before export.
Available now
Recover the next quote without changing systems.
Inspect the fictional workflow now. Verified accounts can import their own data in the protected workspace.