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.

The build itself, not a proof of concept.

01Quote 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.

02Account 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.

03Renewal 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.

04Proposal 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

Do we need a specific CRM already in place?

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.

How does quote to order tracking actually work?

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.

Does this replace our sales team?

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.

What happens before a contract renews?

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?

Tell us what you are trying to do and we will reply with how we would 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