Browse categories
Explore
Fiverr Pro
English
$
USD
I will automate quote and estimate follow ups for your business
MacReece
About this gig
Sending quotes but hearing nothing back? I set up a quote and estimate follow-up workflow so your team follows up without relying on memory.
Depending on your package and tools, the workflow can:
- Start when a quote is marked as sent
- Send approved email reminders at agreed intervals
- Track pending estimates in a spreadsheet or supported CRM
- Stop or alert your team when a customer replies, where supported
- Include test notes and a handover guide
HOW IT WORKS
1. Share your current quoting process and tools.
2. I confirm compatibility, timing, access, triggers, and scope.
3. I build and test the agreed workflow in your authorized accounts.
IMPORTANT
This service follows up on quotes your business has already sent. It does not generate leads, set prices, approve estimates, or guarantee replies, bookings, or sales. Email, CRM, automation and API fees are separate. Reply detection and stop rules depend on supported integrations. Messaging must follow applicable laws and provider rules.
Choose the package that fits your workflow. For specialized quoting tools, multiple pipelines, or uncertain compatibility, message me on Fiverr before ordering so we can confirm scope.
Get to know MacReece
MacReece
AI Workflow Automation And CRM and Lead Follow Up
- FromUnited States
- Member sinceOct 2026
- Avg. response time2 hours
Languages
English, German, Spanish
I build practical AI and workflow automations that help small businesses respond to enquiries, organize leads, and reduce repetitive admin. My focus is missed-call text-back and lead follow-up workflows that connect supported phone/SMS tools, forms, spreadsheets, and CRMs. I begin by understanding your current process, confirm the systems and access available, map the agreed workflow, then build and test the defined scope. You receive handover notes and guidance on what the automation can and cannot do. Message me with your setup and goal so we can confirm the best fit before you order.
FAQ
What does this quote follow-up automation do?
It helps your business follow up with prospects after sending a quote or estimate. Depending on your package, it can send timed email reminders, track pending quotes, notify your team and organize follow-up steps.
Can you integrate my existing CRM or quoting software?
Compatibility depends on your current system and available integrations. Share the tool name and describe your process before ordering if you're unsure. I'll confirm the scope before starting.
Can the follow-up stop when the customer replies?
Yes, when the selected email or CRM platform supports reliable reply detection and the agreed workflow includes it. Otherwise, I can explain the available alternatives before work begins.
What do you need from me, and how long will it take?
I need your current tools, quote process, preferred message wording and follow-up timing, plus appropriate role-based access. Delivery takes 3, 5 or 7 days according to your package once requirements and access are ready.
Are software fees and increased sales included?
No. Subscriptions and usage fees are separate, and no sales or bookings are guaranteed. The system automates agreed follow-up steps for quotes you already send. Messaging must comply with applicable laws and provider requirements.
