Keep track of everything
Automate quote follow-ups and customer reminders.
Partna sets up follow-up sequences for SMEs in Brussels and Belgium, connected to your CRM and invoicing. You define timing, messages, stop conditions and cases that need personal attention.
tailored to each type of case
on a reply or status change
replies and next steps visible
The problem
What it costs you every day.
- 01Quotes pending for six months that no one remembers anymore.
- 02Unpaid invoices that we raise when we think about it, that is to say too late.
- 03Customers who bought every year and who disappeared without it triggering anything.
- 04Contacts collected in the salon, never recalled.
What it costs
Automate quote follow-ups and customer reminders.
The demo
The sequence runs on scheduled dates.
Each quote enters a dated follow-up rail. The responses are sent back, the refusals are archived with their reason.
Illustrative simulation using sample data. The figures, reviews and positions shown are not measured customer results.
Relaunch sequence
Without anyone thinking about it- D+0Quote sentRoof repair, €8,940
- D+3First reminderShort, with attached attachment
- D+10Second reminderAn open question on planningThe customer responds: “we’ll talk about it again on Monday”
- D+21Final reminderSlot proposal, or closure of the file
- File decidedSigned, or archived with its reason for refusal
Live
A request arrives. See what happens next.
Animated illustrative scenario: approvals and exceptions are defined with your team.
Slack#directionMeanwhile, in your tools
Gmail
17 written reminders, one per file
Brevo
Past customers segmented by date and amount
HubSpot
Reasons for refusal recorded
No more a quote, an invoice or a former customer left unanswered.
The short answer
How to stop losing quotes or invoices due to lack of follow-up?
Every quote sent, every invoice issued and every former customer enters a dated follow-up sequence. Replies go to the top of your thread, refusals are archived with their reason. You finally see why you're losing, not just that you're losing.
What we install
The complete infrastructure for your workflow.
Each step is built, connected to your tools and tested on your real cases before launch.
Step 1 / 4
We go over your entire dormant base
Former customers, lost quotes, cold prospects, trade show contacts. We segment according to what they did, when, and for how much, then we identify those who are worth a reminder.
Pilot monitoring
What to monitor during the pilot
tailored to each type of case
quotes, invoices or reconnecting with customers
on a reply or status change
conditions configured with your team
replies and next steps visible
distinguish messages sent, replies and sales
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
An example
Workflow example: a heating installer
A customer list with boiler installation dates but no organised maintenance follow-up. This situation illustrates the process, not a measured client result.
Illustrative process example, without measured customer results.
Your safeguards
What stays under your control.
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
The questions we are asked
My customers won't find it aggressive?
That’s the difference between raising and harassing. The pace, number of messages and tone are adjusted with you, and any human response immediately stops the sequence.
My customer data is in an old file.
This is the general case. We collect them, we clean them, we deduplicate them and we structure them. This is often the most profitable part of the project.
It rarely resolves itself. In the same area:
We look at your case before promising anything.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.