Automate customer enquiries and quotes
Enquiries arrive by email, contact form, phone, and sometimes fax. Each needs a reply, many need a quote, and nothing must be lost. This page shows which parts of the process can be automated.
What happens today
An enquiry comes in. Someone reads it, estimates the effort, finds the right quote template, fills it in, sends it, and enters the record into a list. Two weeks later: did the customer reply? Usually nobody knows, because follow-up is manual and gets buried in day-to-day work.
What can be automated
Central capture of all enquiries
Replaces: Searching for enquiries across email inboxes, forms, and notes — all enquiries land in one system, regardless of the incoming channel.
Quote generation from templates
Replaces: Manually filling in Word or Excel templates — the system populates quotes with customer data, items, and prices, and presents a PDF for review.
Automatic follow-up
Replaces: The reminder of when a quote should be followed up — the system sends reminders to the handler or directly to the customer, if configured.
Customer data in one place
Replaces: Searching through emails and folders for previous quotes and contacts — all records for a customer are visible in one place.
What stays human
- The decision on whether a quote makes sense
- Pricing for special cases
- Personal follow-up on unclear enquiries
- Negotiation and contract closing
A real-world example
In a trade business, enquiries often come by phone or contact form. The master craftsman estimates the effort, creates a quote, and sends it. Whether the customer replies depends on whether someone remembers to follow up. A system captures the enquiry, populates the quote template, and automatically reminds about follow-up. The business replies faster and forgets nothing.
Data protection & security
Data is anonymized and pseudonymized before being processed by AI language models. Customer data is stored encrypted and used only for the defined processes. Processing is GDPR-compliant, and the EU AI Regulation is met through documented manual approval of quotes.