You send a proposal then you wait and wait prigmar follows up automatically until the client responds no more wondering if they saw it

1
You send a proposal. Then you wait. And wait. Prigmar follows up automatically until the client responds. No more wondering if they saw it.
prigmar
Mouldi Nouri
asked 27 days agoMouldi Nouri

Answers

0
Yes. After a proposal goes out, the CRM agent stores it and follows up on a schedule until the client replies. Here is how it works: 1. Connect your email and CRM to Prigmar. 2. Send the proposal as usual, or let the agent send it. 3. The agent marks it pending and tracks replies. 4. If no response, it sends a follow-up at set intervals. 5. Every reply, open, or reminder is logged on the client record. 6. Once the client responds, follow-ups stop automatically. 7. You choose if each follow-up goes out automatically or waits for your approval. No spreadsheet of who you sent it to. No mental note to check back. The agent tracks status and sends the nudge. The proposal stays in front of the client. This runs inside the same CRM agent that manages contacts and deal stages. Follow-ups are part of your existing client record. You control the tone and timing. You just stop being the one who has to remember.
Prigmar Support
answered 27 days agoPrigmar Support

Your answer

Browse other questions tagged  prigmaror  ask your own question.