Inquiries and follow-ups
Inquiries, booked consultations, the details a quote needs, and follow-up calls stop scattering, so nothing slips between the channels they arrived on.
- First response time
- Fields missing before a quote
Where the inquiry came from, what was discussed, the terms of the quote, and every follow-up stay on one thread, so the customer you missed and the moment to call back are both obvious.
What's included
Every inquiry gets a follow-up before it goes cold.
This is the actual work Velros AI takes on here. Open any of it to see how it gets handled.
Who asked what, and when, never gets lost.
Inquiries from every channel land in one queue, sorted and drafted with the missing details already requested, while quotes and contracts wait for a person.
What this board leaves behind
- First response time
- Fields missing before a quote
- Follow-ups completed
The judgment that stays with a person
Inquiries and follow-ups
The operating record shapes what gets handled next
The Velros workroom
Today's work and today's approvals, kept apart
A final price, a contract, and any discount exception go back to the customer only after the rep or a person confirms.
Inquiries and follow-ups
We gather the inquiries scattered across messaging, search, and email into one queue and sort them into new, quote, and follow-up.
We draft the reply, request the missing details, and build the pre-quote checklist, then hand the quote and the contract to the rep.
We keep what was discussed, the follow-up history, and the customers who fell through, and turn them into the next call and the rule behind it.
In depth
The deal you lost because the quote was late leaves no trace on the quote
A salesperson's hours go into preparation, not selling. Gathering what a quote needs, chasing the ones who did not reply, researching a company before the meeting. When the preparation is late, what disappears is not selling time. It is the deal.
The day this team has
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Take the lead and qualify it
Where it came from, what it wants, whether it buys now.
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Collect before quoting
Product, quantity, delivery, address, invoicing details, all in one ask.
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Draft the quote
From the price list and past terms. The number stays a draft.
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Follow up on a cadence
A different next step for the ones who replied and the ones who did not.
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Brief before the meeting
Research and the history of contact, on one page, handed over.
What only a person confirms
- Price and discount
- Margin is at stake.
- Committing to a date
- Only somebody who knows the line can promise it.
- Terms for a new customer
- Credit and deposits are a judgment about risk.
What it is measured by
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Response time to a lead
Answering first helps in every trade. Measure it on your own pipeline.
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Rounds before a quote
How many times you had to ask again is the quality of the preparation.
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Follow-ups missed
A deal that died of being forgotten appears in no metric, so it is counted separately.
Questions
- Does it replace the salesperson?
- No. It replaces the preparation. Selling is a person's.
- Do we change CRM?
- No. Your records are read, and what is missing or forgotten is flagged.
- Does it price automatically?
- No. The draft stays inside your price list, and a person fixes the number.
Pages to read next
Once one piece of work is sorted, the work on either side of it can widen to the same standard.
Everyday repetitive tasks
Everyday repetitive tasks
Bookings, order status, who owns what, and the internal checklists all sit in one place. It's sorted before you open your laptop.
Customer replies and reviews
Velros AI catches the repeat questions, the urgent ones, and complaints worth spotting early, and has each reply written and waiting for your OK.
Billing, invoices, and closing
Your billing records, refund reasons, month-end pack, and unpaid invoices come together in one view, with the numbers already reconciled.
Sort out sales intake first, and fewer customers slip through.
Talk about our workWe work on the channels you already use
We cut the repeat checking first
We leave the approvals that need a person