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Private pilot

Revenue follow-up

Quote Follow-up

Keep quoted work visible without relying on memory.

WHAT IT DOES

Tracks approved quotes and prepares the next follow-up for owner control.

  • Follow-up queue
  • Approved message templates
  • Outcome tracking
Pilot boundary

Pilot access is business-specific; every first message requires owner approval and never exposes internal pricing.

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WORKFLOW

How it works

  1. An owner-approved quote becomes eligible.
  2. CTnode prepares the next approved follow-up.
  3. The owner controls the first send and reviews replies or delivery issues.

REQUIRED INPUTS

What the business provides

  • A current approved quote
  • A permitted recipient
  • Approved wording and timing

OWNER CONTROL

What stays in your hands

  • Approve the first send
  • Pause or cancel follow-up
  • Record the outcome

DATA HANDLING

Boundaries built into the product

Quote status and message evidence stay tenant-bound. SMS opt-outs, cancellation and uncertain delivery outcomes stop dispatch.