CRM and follow-up
Quote follow-up for installers
Every quote gets a next step, even in busy weeks.
Quotes for heat pumps, solar, boilers or air conditioning go out fast, but the follow-up calls often slip. We put your requests in a CRM and run the follow-up with email and WhatsApp reminders.
Sound familiar?
Where work gets stuck
for most installers.
- 01
Missed calls on the job
The customer gets no answer and calls the next installer on Google.
- 02
Quotes without follow-up
Customers compare three companies. The first to follow up usually wins.
- 03
Scattered planning
Appointments live in WhatsApp, email and a paper diary.
- 04
Few Google reviews
Happy customers rarely leave a review unless you ask.
- 05
Leads from Werkspot and other platforms
You pay per lead, but it arrives while you are working.
What we build
From first call
to signed quote.
Most installers start with the phone or WhatsApp and add follow-up and marketing later.
How it fits together
One line from request
to appointment.
A request arrives by phone, WhatsApp, your site or a platform. The assistant replies at once, asks the right questions and logs it in your CRM. Urgent calls go straight to the engineer on duty; quote requests get a survey slot in your calendar.
After the quote is sent, follow-up runs by itself, and after the job the customer is asked for a Google review. Our office is in Winschoten and we work for installers across the Netherlands.
Example scenarios
What it can look like
in your company.
These are examples of what we can build, not client cases.
- Example
Heat pump: three steps
Day 3 check-in, day 10 subsidy info, day 21 final check.
- Example
Boiler: quick yes
The customer replies 'yes' and the planner is notified.
How we work
From call to live,
in four steps.
- 01
Free 30 minute call
Tell us how requests come in today and where they get stuck.
- 02
Your route within 48 hours
A plan with benefits, a fixed price and a timeline.
- 03
Build and test
Usually live in 2 to 4 weeks, tested with real examples.
- 04
Live with 30 days of support
Monthly services have no fixed term.
FAQ
Questions from installers
Usually not. We connect it where possible.
CRM and follow-up projects start from €1,990, fixed price after analysis. The WhatsApp AI agent is from €90 per month.
Never forget a quote again
Book a free 30 minute call. Your route with a fixed price follows within 48 hours.
Let's talk