Stop losing deals in the gap between quote and order
Between chasing quotes, updating account records and remembering which contract renews when, most B2B teams lose more revenue to admin gaps than to competitors. We build agents that move the quote to order, keep the account record current and flag renewals before they lapse, so nothing slips through in the handoff.
Everything included,
nothing bolted on.
Every build starts with a fixed-scope conversation, no surprise line items after the fact.
- Quote follow up and conversion tracking
- Account record reconciliation across systems
- Renewal date tracking and early alerts
- Proposal and contract drafting
- Pipeline and stage reporting
- Order handoff between sales and fulfilment
- Client communication history in one place
- Churn risk flagging from account activity
FAQ
The agent reconciles call notes, emails and orders into one current account record automatically, so it works with whatever CRM or records you already have rather than requiring a switch.
Every quote is followed after it goes out, chased for a response on your timeline, and turned into an order the moment it is accepted instead of sitting in an inbox.
No. It follows up quotes, keeps the account record current and drafts proposals, but your team still sells and closes. It stops deals stalling in the admin gap.
Contract end dates and renewal terms are tracked against your calendar, with the renewal conversation drafted and ready weeks out instead of the week it lapses.
Interested in solving your problems with b2b?
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The quote, order and renewal trail runs in the background off your existing records, so fewer deals stall in the gap and your team spends its time selling, not chasing paperwork.
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