Automated quote tracking means: after sending, the system follows up automatically at fixed deadlines, the quote status is maintained in your CRM, and you can see at any time which quotes are open, won, or lost. NordFlux builds this tracking on top of your existing quotes and systems. This isn't about creating the quote, it's about everything that happens afterward.
Writing a quote takes effort, but the deals happen in the follow-up. That's exactly what falls through the cracks, because no one has a reliable overview of which quote needs a response and when.
We start where the quote leaves your company and follow it through to the decision. Each building block works on its own; together they form seamless tracking.
If no response arrives after a deadline you set, a friendly reminder goes out to the customer, worded from your own templates. You set the wait time, number of reminders, and tone, and the system sticks to it. If the customer responds, the sequence stops automatically.
Impact No quote falls through the cracks anymoreEvery quote gets a clean status: sent, followed up, in negotiation, won, or lost. If the customer opens the quote or replies, the status is updated in the CRM without any action on your part. This way, sales and management see the same up-to-date pipeline.
Savings 2–4 h per weekWhere a personal response fits better than an automatic email, the system creates a task with context: which customer, which quote, which deadline. Your sales team works through a clear list instead of searching their inbox. Nothing falls through the cracks anymore.
Impact Every deadline is visibleLost quotes are recorded with a reason: too expensive, too late, no budget, went to a competitor. This produces an analysis that shows how high your close rate really is and where you're losing quotes. Gut feeling becomes numbers you can use to steer your sales team.
Impact Close rate becomes provableAn AI can draft the reminder to match the quote and the previous correspondence, in your own wording. A tool sends the same standard email faster; an agent drafts the reminder for the specific case. Approval stays with you, if that's how you want it.
Savings No manual draftingWhich tool fits depends on your systems: CRM, ERP, Microsoft 365, or a mix. We choose based on the use case, not our favorite tool.
Flexible and self-hostedConnects your email inbox, CRM, and quote storage even when no ready-made connector exists, and controls deadlines, reminders, and status changes. Runs on German servers if you like, so your quote and customer data stays with you.
An agent reads the customer's reply, recognizes whether it's an acceptance, a question, or a rejection, and sets the status accordingly. A tool makes the same task faster; an agent takes the task off your hands.
Microsoft 365If your quotes live in SharePoint or Outlook, Power Automate controls reminders and follow-ups directly there. Questions and approvals run as an approval in Microsoft Teams or Outlook, with no extra system.
From the first conversation to ongoing quote tracking in 30 days, at a fixed price instead of an open-ended hourly bill.
60 minutes, no obligation. We look at how many quotes are currently open for you, how follow-up works today, and where deals are being lost.
You get a concrete proposal: which building blocks, which deadlines, which CRM, which price. We only start once you agree.
We build the tracking around your quotes, deadlines, and systems. You test with real cases before any automatic reminder goes out to customers.
You see every rule and every status and can adjust or pause them yourself. Documentation and training are included in the fixed price.
Anyone who tracks quotes cleanly usually also wants inquiries, contacts, and processes managed properly in the CRM. On the CRM automation page, we show how the whole chain from inquiry to close comes together.
In the free initial analysis, we go through your entire quote tracking once, from sending to decision. 60 minutes, no obligation, no sales pressure.
Quote creation ends with the quote being sent; quote tracking begins exactly there. It's about following up, maintaining status in the CRM, and evaluating which quotes were won or lost. Both can be automated separately; many customers start with tracking because that's where the fastest deals happen.
Not if you set the rules: you determine the wait time, tone, and how often follow-up happens, for example a friendly reminder after seven days. The messages sound like you, because they're built from your own wording. In practice, a reminder is received better than silence, because many customers simply overlooked the quote in their inbox.
In most cases, yes, either through an existing interface or through a workaround that we automate. We connect common CRM systems and ERP systems, but we always clarify feasibility for your specific system during the initial analysis. A lot can already be mapped even without an expensive CRM; switching systems is not a requirement.
Only as far as you allow. You decide whether reminders go out automatically or only after a click, and you see every rule in plain language. You stay in control and can adjust or pause any automation at any time, without having to call us.
After the free initial analysis, you get a fixed price, depending on which building blocks you need and which systems are connected. A single building block, like automatic follow-up, is significantly cheaper than the complete tracking with reporting. There's no open-ended timesheet and no ongoing mandatory costs for our work.
