Open truck quotes followed up to signature
Works every unsigned truck quote in the CRM, checks in on a set cadence, answers spec and payload questions and hands buyers ready to sign to the rep.
Quotes go out. Follow-up does not.
Medium-duty buyers are small business owners who shop two or three dealers. Reps are busy on the next walk-in, so open quotes sit in the CRM with no next step until the buyer has moved on.
A rep sends 23 box truck quotes in a month to landscapers, movers and food distributors. Five get a second touch, and three of the rest buy from the dealer across town.
Quote follow-up desk, step by step.
The agent does the work inside your systems. Your team approves what matters.
- 1
Track open quotes
Pulls every unsigned quote from the CRM with its age, units and last contact.
- 2
Follow up on cadence
Sends short check-ins and answers questions on specs, payload and lead times.
- 3
Hand off hot buyers
Flags replies that mention signing, financing or a competitor and alerts the rep.
Your team keeps the judgment calls.
The agent takes the repetitive work. People approve, decide and talk to customers.
- Every quote gets a next step
- Reps spend time on buyers ready to sign
- Fewer deals lost to silence
Works inside the systems you already run
Before you ask.
Works every unsigned truck quote in the CRM, checks in on a set cadence, answers spec and payload questions and hands buyers ready to sign to the rep. It works in three steps: track open quotes, follow up on cadence and hand off hot buyers.
It works inside the tools your team already uses, including CRM, email, SMS and DMS. Nothing to rip out and nothing new to learn.
It starts in shadow mode, drafting the work for your team to approve or correct. You decide what it handles on its own, and every action is logged.
Your data is used only to run the workflows you approve. We do not use your proprietary data to train public or unrelated AI models.
More for truck & equipment dealers
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- Medium-duty truck dealersBody builder handoffPackages the body spec, chassis VIN and PO for the upfitter, tracks the build from receipt to completion and schedules delivery with the buyer.
- Medium-duty truck dealersPromotion campaign deskBuilds email and text campaigns from CRM segments like aging units and lease ends, personalizes each message, sends it, and routes replies to reps.
Start with one agent.
Pick the workflow that hurts most. We'll scope it on the first call.