Sales follow-up that runs itself
It records each incoming request, prioritises it, drafts the quote and makes sure no customer is forgotten.
Requests come in from forms, phone calls and messages; in a busy week you forget to get back to some of them. Who to get back to, and when, often lives in a single person's memory.
What it changes for your business
- Requests from forms, phone calls and messages can come together in one list.
- Follow-up e-mails and reminders can be prepared on time; the decision to send stays with your team.
- CRM records and tasks can be created from meeting notes automatically.
- You can see at a glance which customer is waiting at which stage.
How it works
Every incoming request is recorded and prioritised. The system drafts the follow-up e-mail and sends it once your sales team approves. The customer moves across your CRM board from new request to meeting, then to quote; at every stage the next task and its owner are visible.
How we set it up
Discovery call
We listen to where requests come from, how your sales team follows up today and which CRM you use.
Process map
Together we set the prioritisation criteria, the timing of follow-up e-mails and the step at which your team approves.
Setup and integration
We connect your form, phone and message channels to your CRM, set up the follow-up templates and test with real requests.
Operation and improvement
We follow which requests turn into meetings and quotes, and update the prioritisation and templates accordingly.
What we need from you
- CRM access or the spreadsheet you keep requests in
- Access to your web form, e-mail and message channels
- Examples of your quotes and follow-up e-mails
Your data stays under your control
We design the setup with the KVKK, Turkey's data protection law, in mind: personal data is masked where needed, and the AI model receives only what the task requires. The solution can run in your own cloud account or on your own server, and we can add an approval step before anything leaves your business.
Frequently asked questions
- Which CRM and software does it work with?
- We set it up to connect to the CRM you use or to the spreadsheet you keep requests in. If you have no CRM, we start with a simple board and move to a CRM as your needs grow.
- Where is customer information kept, and how is KVKK (Turkey's data protection law) handled?
- Requests and customer records can stay in your CRM or your own account; the AI model receives only what it needs to draft the e-mail. We add consent for commercial messages (recorded in IYS, Turkey's commercial electronic message system) and retention periods to the flow in line with the regulations and KVKK.
- What happens when the system is not sure how to rate a request?
- We set the system up to flag a request it is not sure about to your sales team and not to send a follow-up e-mail without approval. Together we decide which steps run automatically and which wait for approval.
- How does setup run, and how long does it take?
- We start by connecting your request sources to the CRM, then add prioritisation and follow-up templates. As your team uses it, we fine-tune the rules together. The time depends on the systems to connect and the scope; after the discovery call we give you a step-by-step plan with a time estimate.
Which part of your work should we automate?
Tell us which process takes the most time; we will look at what can be automated together in a short call.