Keep quote dates and decisions in one place, then prompt staff when an outstanding quote needs attention.
Agreed rules. Visible exceptions. A person in control.
Each working morning, the workflow finds quotes due for review. Staff receive a task; they decide whether to contact the customer.
An agreed daily check finds a sent quote whose follow-up date has arrived.
Staff decide whether to contact the customer and update the record after a reply. You agree the follow-up interval and maximum number of reminders. Customer messages require separately approved wording and scope.
Reminders stop when a quote is accepted, declined, expired or closed. The current status is checked again before a reminder is issued.
Use named, permissioned access rather than sending passwords in an enquiry.
Microsoft Lists, Google Sheets or a compatible CRM, with Outlook, Gmail or a staff task list. CRM access depends on your subscription and available connection.
Examples are subject to compatibility, subscription and access checks. A connection is confirmed during scoping.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
Some CRMs charge for API access. More frequent checks and larger quote lists can use more automation credits.
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
Your website, forms and internal workflow need to work together.