01
Quote to order tracking
Agents that follow every quote after it goes out, chase a response on your timeline and turn an accepted quote into an order without it sitting in an inbox.
Stop losing deals in the gap between quote and order
Capabilities
Everything included, nothing bolted on 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
*Every build starts with a fixed-scope conversation, no surprise line items after the fact.
Built on three things we don’t bend on.
Honesty
We tell you what AI can and cannot do, then we ship the part that pays for itself.
Speed
Find the one workflow costing the most, ship it to production, prove the return.
Care
Success is hours given back to people and dollars saved. Never the size of the invoice.
The build itself, not a proof of concept.
02
Account record upkeep
Call notes, emails and orders reconciled into one current account record automatically, so nobody is working off a CRM that is three updates behind reality.
03
Renewal and contract tracking
Contract end dates and renewal terms tracked against your calendar, with the renewal conversation drafted and ready weeks out instead of the week it lapses.
04
Proposal and contract drafting
Pricing, terms and scope pulled from your standard templates and the client history into a draft proposal ready for your review, not built from a blank page.
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.
Talk to us about b2b
Tell us what you’re trying to do and we’ll reply with how we’d build it, no obligation.
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.
Let’s talk