Mateo doesn't let a sent quote go cold

The offer went out and stayed there. Nobody remembers which one has been silent for six days, or which one was won by a reminder sent in time. Mateo is learning to keep that count and to tell you, every morning, who is worth a call.

In training: not working in production yet. Whatever it already does today is marked as such; the rest is the job it is being prepared for. We will tell you when it starts.

Book a demo The whole team

What it does

Follows up leads and quotes already sent: reminds, revives and flags when it is time to call.

01
Keeps count of what went out
Every quote sent, how long it has been silent and when that customer was last really contacted.
02
Drafts the reminder
Writes the follow-up email with the context of that offer, not a generic template.
03
Prioritises the call
Flags the ones about to go cold and the ones that, judging by the customer's history, deserve attention first.
04
Logs what happened
Every reminder and every reply stay on the opportunity's file, not in one person's mailbox.

Sales

What its work looks like

Sales follow-up

Quote	Customer	Sent	Last contact	Status
COT-004920	Andean Imports	6 days ago	reminder sent	Awaiting reply
COT-004917	Aceros del Bajío	2 days ago	no contact	Call today
COT-004911	Farmacéutica Andina	11 days ago	2 reminders	About to go cold

Illustrative data. Nothing reaches the customer without a person approving it.

Illustrative screens and data from the Flettia portal.

What it does not do

In training: not working in production yet.
Will not send the reminder by himself: the email goes out when your rep approves it.
Does not promise discounts or change terms to close.
Does not invent a loss reason: if the customer never said why, it stays without one.