Automated Quote Follow-up
Global Inbox automatically follows up on issued quotes, so fewer opportunities fall through the cracks.
The problem
Your team already did the hard work — submitting the RFQ, preparing the quote, sending it out. But once the quote goes out, follow-up becomes manual, inconsistent, and hard to track.
Reps get busy. Customers go quiet. Some quotes are ready to buy; others are early budgetary bids to re-engage later. Leaders are left asking what happened, who followed up, and which open quotes are still worth chasing.
Global Inbox makes sure issued quotes keep moving.
Works with your stack
Your existing systems record what happened. Global Inbox makes sure the follow-up actually happens.
Your CRM manages customers, your quoting system creates quotes, your ERP runs operations — but none of them is built to continuously own quote follow-up. Global Inbox connects them into a single revenue workflow, recovering revenue lost to missed follow-ups and inconsistent sales execution.
What Global Inbox does
It follows up on issued quotes at the right time, from the right owner, with the right context — automatically, or drafted and scheduled for approval, depending on how your team operates.
Bring customer-facing conversations into one shared view, so reps and leaders see the history behind each quote.
Connect quote data, customer records, job history, order status, delivery, pricing, SKUs, and project details.
See integrations →Trigger timely follow-up based on quote status, customer history, project timing, value, and prior communication.
Automated quote follow-up
Some customers are ready to buy now. Others are collecting bids for a project months out. Global Inbox uses your sales and business context to manage follow-up intelligently.
Ready-to-buy quotes get a prompt, contextual nudge from the owner — before the moment passes.
Early bids are held and re-engaged as the project start approaches — not forgotten in an inbox.
No issued quote should disappear just because a rep got busy.
Following up wins more of the quotes you already sent.
The opportunity is already quoted. The follow-up still has to happen.
win rateswith proactive follow-up
higher win rateswhen every sales action is completed
higher win rateswith follow-up within 24 hours
Sales oversight
Ask in plain language. Because Global Inbox connects communications with CRM, ERP, and business data, leaders get a sharper view than a standard CRM alone.
Sales-team leverage
Your best salespeople shouldn’t spend the day remembering which quotes to chase. Global Inbox handles the repetitive follow-up so they can do the work that needs human judgment.
Global Inbox doesn’t replace your sales team — it clears the repetitive work so they can spend more time selling.
Integrations
Any CRM, any ERP, any email client — Salesforce or HubSpot, NetSuite or SAP, Gmail or Outlook. No rip-and-replace: Global Inbox reads from the systems your team already uses and writes follow-up back where it belongs.
Security
Global Inbox connects to your most important business systems — so security and access control are core to how it works. Infrastructure designed to protect your most sensitive data.
Infrastructure designed to meet HIPAA requirements for protected health information.
Built for consumer data rights and EU data protection — access, deletion, consent, and right to erasure.
AES-256 encryption at rest and in transit — the same standard used by defense and intelligence agencies.
Your data stays yours
Global Inbox uses your communications and business data to follow up on your quotes — never to train models, shared or otherwise. Your data stays isolated to your organization, and it is used only to serve you.
Your emails, quotes, and business data are never used to train models — not ours, not anyone’s.
Each customer’s connected data, communications, and context are kept separate and private.
Export or delete your data on request. You decide which inboxes and systems stay connected.
FAQ
Free revenue audit
We’ll review your open and issued quotes and put a dollar figure on how much quoted revenue is going cold from missed follow-up.
Issued quotes sitting past your follow-up window with no touch from your team.
Customer replies on open quotes that never received a response.
Open quotes showing buying signals that just need a timely nudge to close.
Thanks — we’ll be in touch.
We’ll reach out to schedule a walkthrough with your open quotes in mind.