Quote follow-up automation

Don't let good quotes go quiet.

A quote goes out. The customer gets busy, compares a couple of options, and forgets. Nobody follows up, and the job quietly goes to whoever did.

Momentum keeps the conversation moving automatically until they reply, book, or tell you they are not interested.

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How it works

What's included

1

The clock starts when the quote goes out

Mark the quote sent and the deal moves to its own stage. Follow-up runs from that moment rather than from someone remembering three weeks later.

2

A sequence, not a single nudge

A short run of messages goes out over the following days — a check-in, then a reminder — spaced the way you want them, from your own business number.

3

It stops the moment they answer

Any reply, any booking, any opt-out ends the sequence for that customer. Nobody gets chased after they have already responded.

4

You can see every quote still open

Sent, followed up, replied, booked, or gone cold — every quote sits in one view with its stage attached, so you know what is still live.

INCLUDED WITH CORE
Quote Follow-Up

Automatic follow-up on every quote you send, until the customer replies or books.

From $397 CAD per month

Included with Momentum Core ($397 CAD/month) and Growth.

No contractMonth to month

Optional: we build it for you — White-Glove Setup, $997 CAD one-time.

Follow-up sequence per quoteStops on reply, booking, or opt-outQuote pipeline viewTiming and wording you control
Works with whatever tool writes the quoteSends from your existing numberCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.

Your plan fee covers the software. Texts, calls, and emails are billed as you use them at pay-as-you-go rates — about three cents a text and a fifth of a cent an email, plus $5/month per phone number. Every new account starts with a signup credit ($10 on Lite, $25 on Core, $50 on Growth). Prices in CAD, exclusive of tax.

Built for real workflows

Why local service businesses choose Momentum.

Follows up on schedule

Not when someone remembers

Stops when they answer

No awkward chasing

Works with your quote tool

Whatever produced the PDF

Backed by real people

Calgary-based support

Common questions

Frequently asked questions

Speed-to-Lead closes the gap before your sales process starts — a new enquiry arrives and gets a fast first reply. This picks up after that, once you have priced the job and sent the quote. Different point in the process, different message, and most businesses eventually want both.

Ready to get started?

Put every customer conversation in motion

Start your Momentum account and connect lead capture, follow-up, scheduling, and sales in one workflow.

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