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Core Feature

Follow up on WhatsApp automatically

Your customers live on WhatsApp. So should your follow-ups. Schedule templated messages, send proposal reminders, and nudge cold leads, all without your team lifting a finger.

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WhatsApp Automation
Proposal Reminder
Hi Rajesh, your 5kW solar proposal is ready! Net cost after PM Surya Ghar subsidy: ₹2,45,000. Review here: [link]
Thanks, I'll review and call you tomorrow
Follow-up Scheduled
Perfect! I'll remind you in 24 hours. Here's the subsidy breakdown PDF too.
Next auto-follow-up: Tomorrow 11:00 AM Scheduled
The Problem

80% of solar deals need 5+ follow-ups to close

But your sales team forgets. They get busy with new leads and old prospects go cold. Meanwhile, the customer who asked for a quote 3 days ago just signed with your competitor.

Before QuickEstimate

  • Sales rep writes "call Rajesh" on a sticky note
  • Follow-up happens 3 days late (or never)
  • Same message typed manually every time
  • No record of what was said
  • Customer says "I never got your message"

With QuickEstimate

  • Auto-reminders at Day 1, 3, 7, and 14
  • Templated messages with customer name & proposal link
  • Read receipts, know if they opened it
  • Every message logged in the lead timeline
  • Owner sees follow-up rate per rep
How It Works

Set it once, follow up forever

STEP 1

Create message templates

Build templates for every scenario: proposal sent, follow-up reminder, subsidy update, site survey booked, installation scheduled. Use variables like {{name}} and {{proposal_link}}.

STEP 2

Schedule follow-up sequences

Set rules: "If no response in 24h → send reminder. If no response in 72h → send subsidy update. If still no response → notify manager." Fully customizable.

STEP 3

Track & optimize

See open rates, response rates, and conversion by message template. Double down on what works. A/B test your follow-up copy.

Capabilities

WhatsApp follow-up that converts

WhatsApp Business API Ready

Works with WhatsApp Business API and WhatsApp Web. Send messages directly from QuickEstimate without switching apps.

Template Library

Pre-built templates for 15+ solar sales scenarios. Customize with your branding, or build your own from scratch.

Auto-Trigger Sequences

Set rules based on lead status, time since last contact, or proposal open status. Fire the right message at the right time.

Read Receipts & Open Tracking

Know when a customer opens your proposal or reads your message. Follow up with precision, not guesswork.

Team Visibility

Managers see every WhatsApp conversation in the lead timeline. No more "did you follow up?", it's all there.

Opt-Out Compliance

Automatic opt-out handling. If a customer says "stop," future messages are blocked. Stay compliant and respectful.

Proof

Sales teams love automated follow-up

SK

"We used to lose at least 2-3 deals every month because someone forgot to follow up. With QuickEstimate's WhatsApp automation, our follow-up rate went from 40% to 95%. The templates save us hours every day."

Sanjay Kumar
Sales Head, GreenTech Solar, Pune
Follow-up rate: 40% → 95%
FAQ

Common questions

Do I need WhatsApp Business API?
No. QuickEstimate works with regular WhatsApp Business and WhatsApp Web out of the box. For higher volume (500+ messages/day), we recommend upgrading to the official WhatsApp Business API through a BSP.
Can I customize the message templates?
Fully. Edit any template, add your own, and use dynamic variables like {{customer_name}}, {{proposal_link}}, {{subsidy_amount}}, and {{system_size}}. Templates support Hindi and English.
Will customers know it's automated?
Messages come from your team's WhatsApp number, not a bot. The automation schedules and drafts messages, your rep reviews and sends, or you can enable fully automatic sending for certain templates.
Can I track if customers open proposals?
Yes. When you send a proposal via QuickEstimate's WhatsApp share, you get read receipts and open tracking. Know exactly when a customer views your proposal and follow up while it's fresh.
What if a customer replies to an automated message?
Replies come back to your WhatsApp as normal. QuickEstimate logs the reply in the lead timeline and can pause the automation sequence if the customer responds, so you don't keep sending follow-ups to someone who already replied.
Is there a limit on messages?
Free plan: 100 WhatsApp messages/month. Pro plan: 2,000 messages/month. Need more? Contact us for custom enterprise pricing. Most 5-person teams use 800-1,200 messages/month.

Never miss a follow-up again

Free plan: 100 WhatsApp messages, unlimited templates, no credit card.

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