Pip
Sales follow-up bot
Keeps every sales conversation moving, so no quote goes cold.
What Pip does
Drafts follow-ups from the pipeline and proposes the next step for each deal.
Works with
CRM and pipelineSales and invoicingEmail drafts
Features
- Watches each open quote and deal
- Writes follow-ups in your tone
- Suggests the next step for every deal
- Logs every touch against the customer
Functions
Draft a follow-up email
Propose a call or a visit
Mark a deal as quiet
Summarise the customer's history in one paragraph
How a task runs, step by step
- Notices a quote with no reply after three days
- Drafts a short follow-up that refers to the quote
- Places the draft in your approval queue
- After you approve, sends it and logs the touch
Activity feed
Sample entries that show the kind of record this bot keeps.
- 09:10Quote Q-2041 has no reply after 3 daysDraft ready for approval
- 09:14Deal with Kamau Stores has been quiet for 10 daysSuggested a call on Thursday
- 11:02Follow-up to Blue Hills Cafe approvedSent and logged
- 15:40Customer asked about delivery timesAnswer drafted from the price list
What you control
- Choose which customers and quotes the bot may follow up
- Set the days without a reply before a follow-up is drafted
- Approve each draft, edit it, or reject it
Guardrails
Limit: Drafts only. Nothing is sent without your approval. Every action is logged, and you can pause Pip at any time.
Other bots
- Ledger Lou · Month-end checker
- Restock Rex · Restocking bot
- Chase Chloe · Payment reminder bot
- Forecast Finn · Cash forecast bot
- Guard Gus · Duplicate and anomaly bot
- Ticket Tess · Customer support bot
- Onboard Ola · New staff setup bot