Which XIntelliSync plan includes Automated Quote Followup?

Automated Quote Followup is available on the Starter plan ($97/mo AUD) and all higher tiers. It is included in the Starter plan — the most accessible entry point.

How does Automated Quote Followup save time for Australian businesses?

Automated Quote Followup runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Quote Followup replace manual crm automation tasks?

Yes. Automated Quote Followup is designed to automate the manual crm automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Quote Followup need to work?

Automated Quote Followup reads from Your contact, lead, and deal records, Your email and calendar integrations (for context only — the agent never sends on your behalf without consent), Your customer health and engagement signals. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Quote Followup?

Automated Quote Followup is used most actively by Professional Services, Real Estate, Digital & Tech operators. Each has a different reason to run this agent — Client relationships, referral tracking, account expansion.

/CRM Automation

CRM AutomationStarter — $97/moActive 24/7

Automated Quote Followup

Agent #20 of 150

Automated Quote Followup — handled before you ask.

Follow up on pending quotes with personalized reminders

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Quote Followup works in your business

Watches your contact, lead, and deal records for the signal you defined.

Triggers when the signal appears — a new lead, a stage change, a dormant account, a renewal window. Acts within the policy you configured. Logs every interaction to the customer record so the history is defensible.

Before Automated Quote Followup. After Automated Quote Followup.

Before

You chase cold leads by memory, miss follow-up windows, and lose deals to silence you did not notice.

After

The agent sees the silence and acts within the policy you set. You handle the humans; the agent handles the chasing.

What Automated Quote Followup reads

·Your contact, lead, and deal records
·Your email and calendar integrations (for context only — the agent never sends on your behalf without consent)
·Your customer health and engagement signals

What Automated Quote Followup produces

·Logged activities in your CRM with timestamp and agent attribution
·Ranked leads with confidence scores and reasoning
·Suggested next actions routed to your sales queue

Where Automated Quote Followup fits

50 agents on Starter. The foundations — the tasks that should not cost you time.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Starter

Tier

from $97/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Starter plan. First month 50% off.