Follow up the deals you were about to forget.
Every weekday at 8:00 your agent tells you which quotes need a follow-up today, with the message ready in the same thread. New contacts from your website get a personal reply within minutes. You approve every message, and it never offers a discount.
- You approve every message
- Reads quotes in HubSpot or Holded
- New contacts answered in minutes
Follow-ups waiting for your yes3
- Halcyon Foods · $6,400 · day 7
"Hi Maya, you asked about delivery times on the call. For a project this size we start within two weeks. Shall we book the kickoff?"
Approved. It goes out in the same thread now.Declined. The agent notes why. - New contact · website form
"Hi Ana, yes, we redesign online shops like the one you described. By when would you need it live? Here is my link to book a call."
Approved. It goes out in the same thread now.Declined. The agent notes why. - Fernwood Partners · day 14
"Hi Lena, I do not want to fill your inbox. Shall we leave the brand refresh for later, or is it still on for this quarter?"
Approved. It goes out in the same thread now.Declined. The agent notes why.
Follow-ups, replies and accepted
Four quotes accepted this week, two of them after the second follow-up.
Open quotes
| Customer | Amount | Days | Next step |
|---|---|---|---|
| Halcyon Foods | $6,400 | 7 | 2nd follow-up ready |
| Juniper Labs | $9,800 | 3 | 1st follow-up ready |
| Bluebird Co | $4,200 | 2 | They replied: answer |
| Fernwood Partners | $12,000 | 14 | Last follow-up |
Passed to you, not answered
- Juniper Labs09:14Task created with the thread
- Oakline Logistics11:02No more follow-ups
Minutes to first reply
It checks every 15 minutes on weekdays; the time includes your approval.
Answered this morning
- 08:15Quote request for a shop redesign: one question about the date, booking link.
- 09:30Question about prices: answered from your published rates.
- 10:45Asked for a date not in the Brain: a person confirms today.
- 11:00Logged in the list and proposed as a new HubSpot contact.
Open quotes by age
| Age | Quotes | Amount |
|---|---|---|
| 0 to 7 days | 6 | $22,400 |
| 8 to 14 days | 4 | $15,600 |
| 15 to 30 days | 2 | $6,800 |
| Over 30 days | 2 | $3,800 |
Monday at 8:30, in three lines
- Sent5 quotes sent, 4 accepted, 1 lost last week.
- Open$48,600 open; the five largest have their next step.
- Stuck2 with no movement for 30 days. Mark them lost? Your call.
- Win backOn the 1st, 3 lost quotes get a new reason to talk.
Your follow-ups, before and after.
You today
- Remember a sent quote two weeks too late.
- Answer a website contact the next day, after they asked someone else.
- Send "just checking you saw it" because you have nothing new to say.
- Lose quotes that only went cold because of timing.
With your follow-up rep
- Every weekday at 8:00, today's follow-ups with the message ready.
- New contacts answered within minutes, in their own words.
- Each follow-up adds something useful, at most three per quote.
- Every month, lost quotes get a new reason to talk.
Its jobs, on a schedule.
It arrives with these jobs ready. Change any time, rule or channel before it starts.
- Weekdays · 8:00
Who to write to today
Updates your open quotes and drafts each follow-up in its thread: day 3, day 7 and day 14 unless you set another rhythm.
- Every 15 min · weekdays 8:00-19:00
Answer new contacts
Replies to website contacts in their own words, answers from your Brain and offers your booking link.
- 1st of each month · 9:00
Win back lost quotes
Finds quotes lost to timing and writes only when there is a new reason to talk.
- Mondays · 8:30
How your quotes are doing
Sent, accepted and lost last week, the open amount and the five largest with their next step.
What it never does without you.
These always wait for your yes, in Brainstack, Slack, Telegram, Discord or email. You can tighten them, never loosen them by accident.
- Send a follow-up or a first replyAsks you first
- Mark a quote as lostAsks you first
- Change a quote in Holded or your CRMAsks you first
- Answer a request for a better priceAsks you first
Halcyon Foods has not replied to the $6,400 quote in 7 days. Send Maya the answer about delivery times, in the same thread?
Approved. It goes out in the same thread now.Works inside the tools you use.
Each connection with exactly what the agent does in it. It also works with Attio or Close as CRM and offers your Microsoft calendar link.
- HubSpot
- Reads deals and their status to know who to write to
- Proposes new contacts and lost deals; you approve the change
- Gmail
- Reads the thread before writing and sends approved messages from your mailbox
- Google Calendar
- Offers your link to book a call once the contact is ready
- Holded
- Reads your open, accepted and declined quotes
- Slack
- Today's follow-ups and approvals in your sales channel
- Microsoft Teams
- Updates and summaries where your team already talks
- Cal.com
- Offers your booking link once the contact is ready
Part of every plan.
Your follow-up rep takes one agent slot in any plan, with no limit per email or per seat. You use your own Claude, ChatGPT or Gemini plan.
Compare plans- Starter$99
- Growth$499
- Scale$999
Questions about your follow-ups.
Does it send emails on its own?
Not by default. Every follow-up waits for your yes. You can lift the approval for first replies to new contacts only; follow-ups on quotes always ask.
How often does it follow up?
After 3, 7 and 14 working days, unless you set another rhythm, and at most three times per quote. If the customer replied, it answers what they said instead.
What if a customer asks for a discount?
It never offers discounts, price cuts or payment terms. It passes you the thread, summarised, with a task for the person in charge.
Where does it read my quotes?
In Holded, in HubSpot, Attio or Close, or in the sent emails that carry a quote. Pipedrive and WhatsApp are not connected yet.
Does it mark quotes as lost?
It suggests which ones every Monday. Marking them lost in your CRM or Holded is your call.
How much does it cost?
It is one of the agents in your plan: Starter at $99 a month includes 3, Growth at $499 includes 10 and Scale at $999 includes 25. Your AI plan is paid to its provider.
Where does my sales data live?
On a server only your company uses, with your logins kept in your own password vault and encrypted backups every 6 hours.