“The idea was to absorb more orders from our key customers without adding to the workload. Automation got us there, simply and quickly.”
Amandine PlanchonOperations Manager · AvrilThe sales inbox as your first growth lever.
The executives we talk to name the revenue gap outright: quotes with no follow-up, orders re-keyed by hand, customers left chasing their own orders. Flagged for years, never fixed, because the daily workload crushes every attempt at an internal overhaul. A 48-hour diagnostic puts a number on it. An agent handles it.
Quote follow-upRunningQuotes tracked · 31 running
QuoteCustomerSentStatus
22614Bruno Tessier · Tessier Bâtiment48 h agoNeeds youFollow-up sentReply received
22630Aline Roy · Roy Équipements31 h agoRunning
22641Marc Delorme · Delorme SAS12 h agoRunning
22655Julie Caron · Caron Distribution2 h agoRunning
Day 0
Quote sent+ 24 h
Follow-up 1+ 48 h
Follow-up 2Customer reply
Quote sent+ 24 h
Follow-up 1+ 48 h
Follow-up 2Customer reply
What executives tell us
A revenue gap everyone names, and nobody closes.
Raised in the exec committee two years ago. Still open.
Executives name the revenue gap outright, put it on the agenda, and watch it stay open because the daily workload crushes every attempt at an internal overhaul. That’s exactly where an outside agent changes the equation: it gets the work done without pulling the team off their desks.
- 62% to 84% of quotes with no visible follow-up within five days, across the six distributors analysed in our diagnostics
- The agent handles it without tying up the team: no internal project
- +10% quote conversion, measured at our customers after activating the Quote Follow-up agent
“We know quote follow-up is our weak spot. We already flagged it two years ago. It’s not really working, because we’re still more or less stuck in the same place.”
Quote 22614Needs youFollow-up drafted
Wait before the follow-up
24 h since follow-up 1Draft ready · to review
Follow-up 2 of 2. The agent did the work, the team sends it.
Review and sendSitting in your drafts ✓
Outlook · Drafts
DraftsBy date
Bruno Tessier08:05Your quote 22614Quote follow-up
Aline Roy08:05Your quote 22630Quote follow-up
You know you need to act. Not how.
Executives at industrial SMEs and mid-caps call AI a strategic imperative, while openly admitting they don’t have a clear method yet. They’re not after one more demo. They want a partner who breaks the problem into manageable phases, starting with a data-backed diagnostic of where things stand today.
- A measured diagnostic in 48 hours to set the starting point
- One agent, one flow, one measurable return: the work split into phases
- No commitment for the diagnostic
“With AI, we don’t know how to move forward. But we know we have to.”
Outlook
Tags landed
ExtractionRead from the order
CustomerCaron Distribution
ReferenceBC-7731
Lines9
WarehouseNantes
Nine lines read.
ERPDraft
BC-7731
Caron Distribution
9
The order waits for its validation.
Every quote left unchased, you watch it walk out the door.
For an SME owner, dormant revenue isn’t a line in a spreadsheet. It’s a daily gut feeling, openly acknowledged inside the company. What Catalog changes: turning that gut feeling into a measured, undeniable indicator, tracked month after month.
- Every follow-up and every order becomes a measured indicator
- The observations reach managers, not only the team
“I know exactly how much money we’re losing. Just from not following up on quotes, we lose a ton of business because of it.”
Quote follow-upQuotes with no answer
QuoteCustomerSentStatus
D-3390Léon Barbier · Barbier Rénovation48 h agoNeeds youFollow-up sentReply received
D-3402Maëlle Robin · Robin Habitat33 h agoRunning
D-3411Karim Saïdi · Saïdi Bâtiment19 h agoRunning
D-3418Hélène Fabre · Fabre & Cie7 h agoRunning
Day 0
Quote sent+ 24 h
Follow-up 1+ 48 h
Follow-up 2Customer reply
Quote sent+ 24 h
Follow-up 1+ 48 h
Follow-up 2Customer reply
Outlook · New message
ToLéon Barbier
SubjectYour quote D-3390
Hello Léon,Our quote for insulating the Barbier house is still valid.Would you like us to book the delivery date?Best regards,
Camille
SendSent · 11:12
Recommended agents
Four agents for executive leadership.
Quote Follow-up
Identifies quotes with no reply and triggers a personalized follow-up at the right time. +10% quote conversion.
See the agentOrder capture
Extracts order lines from emails and records them into the ERP, with full traceability. 70% time saved on data entry.
See the agentInbox performance
Measures response times, alerts the team and surfaces management insights.
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Supply reconciliation
Matches purchase orders, deliveries and invoices, and flags every discrepancy before payment goes out.
See the agent
Customers
They made the move.
Amandine PlanchonOperations Manager · AvrilThe diagnostic
Put a number on your dormant revenue, before any decision.
48 hours. One PST file. A report with figures on unfollowed quotes and lost revenue. No commitment.