Who is QuoteFollowUp for?
QuoteFollowUp is for trades and service businesses that send quotes or estimates regularly and need a simple way to track what was sent, what is due for follow-up, and which jobs have been won or lost.
Quote follow-up software for trades and service businesses
Track every quote, follow up on time, and turn more estimates into booked work with a simple system built for small service teams.
What it gives you
A real quote pipeline
Not just a list of names and reminders buried in messages.
Best for
Trades & service firms
Plumbing, electrical, cleaning, property, fit-out, and similar teams.
Core workflow
- Track sent quotes and their next follow-up date
- See overdue and due-today quotes instantly
- Keep your pipeline moving without guesswork
Product demo
See what the workspace looks like before you create yours.
Get a quick feel for the layout, see how quote statuses stand out, and understand how the workspace helps your team stay on top of follow-up day to day.
Demo workspace
How the product looks in use
A clean quote pipeline, readable status colours, and a chase list that is easy to scan at a glance.
Open pipeline
£3,380
Quotes still in play
Due today
2
Quotes needing action now
Won revenue
£1,450
Closed business so far
Pipeline
Sample quote table
| Client | Quote | Value | Status | Next follow-up |
|---|---|---|---|---|
| Jones Property Lets | Boiler replacement quote | £2,400 | Sent | 20 Mar |
| Reed Electrical | Consumer unit upgrade | £980 | Follow-up due | Today |
| Walker Homes | Kitchen repaint and touch-ups | £1,450 | Won | — |
Today’s chase list
Clean and easy to scan
Reed Electrical
Consumer unit upgrade · £980
Due today — send a quick nudge to keep the job moving.
Jones Property Lets
Boiler replacement quote · £2,400
Follow-up due tomorrow — check they received the quote and answer any questions.
What we offer
A focused quote follow-up system for businesses that want better follow-through and more booked work.
QuoteFollowUp is built for operators who send estimates regularly but still lose jobs because follow-up is inconsistent, invisible, or left too late.
Track every quote in one place
See quote value, status, contact details, sent date, and next follow-up without juggling spreadsheets, inboxes, and memory.
Know exactly who to chase today
The daily chase list shows which quotes need attention now, with message prompts ready so your team can act quickly.
Turn more estimates into booked work
Build a repeatable follow-up process for your trade or service business without paying for a bloated CRM you do not need.
Who it fits
Built for quote-heavy trades and service businesses.
If your team sends estimates every week and too many go quiet after the first send, QuoteFollowUp gives you a lightweight quote management system focused on follow-through rather than a full CRM rollout.
Common use cases
- Plumbing quote follow-up
- Electrical estimate tracking
- Cleaning quote management
- Property maintenance follow-up
- Small team service-business pipeline visibility
FAQ
Straight answers before you sign up.
Is this a full CRM?
No. It is intentionally focused on quote tracking, quote management, and follow-up workflow so small service teams can stay consistent without paying for a bloated CRM.
What problem does it solve?
It helps stop sent quotes from going cold by giving you one place to track each estimate, see who needs chasing today, and keep a repeatable follow-up process.
Get started
View the demo, then create your own workspace when you’re ready.
You can look through the demo first. When you sign up, you get your own separate workspace to add real quotes, contacts, and follow-ups.