Estimate & Quote Follow-Ups

Stop losing jobs to estimates nobody followed up on.

Customers who get an estimate and go quiet often just need a reminder. Axion follows up for you, professionally and on schedule, and hands the conversation back to you the moment they reply.

Talk to us How it works
How it works

Four steps, then it runs on its own.

  1. 01

    Add your estimates

    Enter estimates one by one or import a spreadsheet (CSV) with the customer, amount, service and the date you sent it.

  2. 02

    Approve your messages

    Each follow-up uses wording you approve, filled in with the customer's name, the service and the amount. Nothing is sent until you approve it.

  3. 03

    Follow-ups go out on schedule

    Messages go out on the days you choose after an estimate is sent, only during your business hours and on your business days, in your time zone.

  4. 04

    Replies come back to you

    When a customer replies, their remaining follow-ups stop and the reply is flagged on your dashboard (email replies arrive in your own inbox), so you can pick up the conversation and close the job.

What you get

Your own dashboard

  • Estimate list with search, status and full history for every estimate
  • Mark estimates won or lost, or take one over yourself to stop automation
  • Pause and resume all follow-ups at any time
  • Email follow-ups with replies going to your own inbox
  • Text message follow-ups where available for your account
  • Reports on estimates, follow-ups sent, replies, and won or lost estimates
Built-in safeguards

Respectful by design

  • Only customers you confirm agreed to be contacted receive follow-ups
  • Every email includes an unsubscribe link, and replying STOP opts a customer out
  • Opted-out customers are never contacted again by your account
  • You can test everything with your own contact details before going live
  • Axion reviews each account before real messages are switched on
Questions

Frequently asked questions

Who is it for?
Service businesses that send estimates or quotes, such as contractors, home services and trades, and lose track of the ones that go quiet.
Will it message my customers without my approval?
No. You approve every message template, follow-ups only go to customers you confirm agreed to be contacted, and Axion activates your account only after you have tested it.
What happens when a customer replies?
Their remaining follow-ups for that estimate stop, the reply is saved on the estimate and flagged on your dashboard, and email replies go straight to your inbox so you can respond personally.
How much does it cost?
Contact us for current pricing and to see whether it fits your business.
How do I get started?
Call or email us. We set up your account, help you import your estimates and approve your messages, and switch it on when you are ready.

Ready to follow up on every estimate?

Call 715-416-5924 or email us, and we will walk you through it.

Get started

Already a client? Log in to your dashboard