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Follow-up bot

Know which regular customers have gone quiet

Each account compared with its own usual ordering interval, what they used to buy, and a drafted follow-up for the rep.

Book a 15-minute workflow reviewTry the demo with sample data

Sales follow-up

Which regular customers have gone quiet?

A rep asks in plain English which customers used to buy every month and have not ordered recently. The agent compares each account with its own usual ordering interval, shows what they used to buy, and drafts a follow-up for the rep to edit and send.

  • Each account against its own usual interval
  • What they used to buy, from your sales history
  • A drafted follow-up the rep edits and sends
Read: how to spot customers who have stopped reordering

How it works

From the sales history in your ERP. Nothing goes to a customer without the rep’s say-so.

  1. Each account, its own rhythm

    The agent learns how often each regular customer usually orders, from your sales history, instead of one fixed cut-off for everyone.

  2. A call list each morning

    Each rep sees which customers are past their usual interval, what they used to buy and why the call is worth making.

  3. A drafted follow-up

    A short, editable message for the rep to change and send themselves. Your team keeps the judgement.

What it needs from you

  • A login to your ERP, or a sales history export
  • Your customer list, with the rep for each account
  • Any team rules, such as accounts to leave alone
  • Read-only access; nothing is written back unless you switch it on

Bring us one repetitive task your team spends hours on every week

Following up quiet customers is a common first pilot. In 15 minutes we will show you where an agent helps first, using sample data.

Book a 15-minute workflow review