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AUTOMATIC FOLLOW-UP

Follow-up that sends itself.

Most un-won quotes die because nobody followed up. Settl fixes that on autopilot: write your follow-up templates once, and they send themselves to every pending quote on day 2 and day 4. You save the leads without chasing them.

Settl pipeline showing leads by stage with hot, warm and cold labels and live quote activity

Bring quiet quotes back before they expire

Most quotes that never close were never followed up. Settl does the chasing for you: write your follow-up once, and every pending quote gets it on schedule, by text or email, without a task on anyone's list.

Settl estimate with follow-up reminders scheduled after it is sent

Send the quote once, Settl sends the rest

A reminder on day 2, a last nudge on day 4, then the quote closes itself out on day 7 so your pipeline stays honest. You write the words in your own voice, and Settl fills in the customer and the dates and sends them on time.

Settl dashboard showing which customers reopened a quote and replied

See who the follow-up brought back

When a reminder gets a reply or the customer opens the estimate again, it shows on the lead and the label turns warm. You spend your calls on the quotes that just came back to life, not the ones still cold.

Every follow-up, tracked on the lead

You always know what Settl sent and what the customer did about it, so nothing slips and no one sends the same message twice.

Reminder sent Quote reopened Customer replied Booked Expired

Fewer quotes die in silence

Every follow-up that goes out on its own is a job you didn't have to chase. That's a quote that turns into a booking instead of a dead line in your pipeline.

FAQs

Does Settl really follow up on its own?

Yes. Set up your templates once and every pending quote gets them automatically: a reminder on day 2, a final nudge on day 4. Nobody on your team has to remember, and you're notified each time one goes out.

What if the customer still doesn't respond?

The quote expires on its own at day 7 and the customer is told. Your pipeline only shows live opportunities.

Are the follow-ups my words or canned messages?

Yours. Write the templates in your own voice; Settl fills in the customer and quote details on every send. You can always jump into the thread with a personal message too.

How do I know a follow-up worked?

Clicks, estimate views and replies show on the lead's timeline, with temperature labels that show who's re-engaging.

Does this require a separate CRM?

No. Quotes, messages and customer history live on the same Settl record.

Built to turn moves into growth

From first inquiry to final review, Settl helps every step create the next booking opportunity.

Paid in 30 minutes

Customers go from first quote to paid in about 30 minutes.

60% book on their own

Three in five customers book and pay without a single phone call.

4 in 5 leave a review

Customers leave a review after nearly every completed move.

Fewer leads go cold

Settl flags quiet jobs and prompts the next follow-up before customers drift.

Make every completed move
sell the next one.

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