The quote went out on Thursday. Two blue checkmarks showed up right after, which is worse than not being read — they saw it and chose not to reply. You wait out the weekend so you do not look pushy, wait two more days so you do not look desperate, and before you know it there are ten days of silence and you no longer know how to reopen the conversation without sounding like you are chasing them. So you send nothing, and the quote dies undefeated.
The stage where the quote goes out is marked as "proposal". From there the deal stops being just any conversation and becomes an open value, with its own stage and its own deadline — you can count how many quotes are hanging right now and how much that adds up to.
The card shows how many days that quote has been stalled. Once it passes the deadline you set for the stage, it gets flagged — which is exactly the nudge that was missing on day ten of silence, when awkwardness has already beaten discipline.
Quick messages are shared: the version that worked stays saved and anyone on the team can use it. Reopening a conversation is hard when you have to write it, not when you have to send it — a good, ready-made message solves both.
For a batch of stalled quotes, the mass campaign does the sending. Deal by deal, a workflow triggered by the stage sends the sequence. If the AI agent spoke last, it picks the conversation back up on the intervals you chose.
Swap what is between the curly braces for your customer’s actual data. Save the ones that work as a quick message — that way the whole team starts using the same version.
Hi {{nome}}, just confirming the quote reached you — sometimes the file lands in a different conversation and gets lost. Did it come through okay?
The only message that can go out the next day without sounding like a chase, because the question is logistical, not commercial. It also tells you whether the issue is lack of interest or a file that never opened.
{{nome}}, I reviewed it and the point that usually raises a question is the {{item_do_orcamento}}. Want me to walk you through how that works for you?
Works because you give a concrete reason to reopen the conversation instead of asking "so, did you think about it?". Pick the item that genuinely raises doubts in your business: timeline, scope, payment terms.
Hi {{nome}}. I closed this same service with {{cliente_parecido}} last month and the result was {{resultado}}. I think it fits what you told me.
Good when the silence feels like uncertainty, not price. Only send it if the case is real and comparable — a made-up example, or one of very different scale, breaks the credibility you are trying to build.
{{nome}}, if the full amount does not fit right now, we could start with {{escopo_menor}} and expand later. Want me to redo the proposal that way?
This is the message that saves a quote stuck on price without discounting it. Avoid sending it before day seven: offering an alternative too early teaches the client to expect you to always come down.
Hi {{nome}}. Quote {{numero}}’s terms hold until {{data}}. After that I would need to redo it at the new rates. Want to lock it in before then?
Only use it if the date is real. A fake deadline you extend yourself the following week is the fastest way to teach the client to ignore everything you say afterward.
{{nome}}, I would rather not keep chasing for nothing. Just tell me one thing: did we close, is it on hold, or did you go with another company? Any of the three helps me.
The highest-reply-rate message on the list, because replying costs one word and the easy way out is explicit. It also gives you the information you were missing to pull the deal out of the pipeline consciously.
No worries, {{nome}} — I will close this out so I do not keep bothering you. I will keep the quote on file for {{prazo}}. If it comes up again, just reach out and I will pick up where we left off.
Send it once the earlier ones went unanswered. Closing properly keeps the door open for a return; disappearing mid-cadence leaves the impression the company gave up on the client first.
Hi {{nome}}. We talked about {{assunto}} back in {{mes}}. Has anything changed since then, or is the project still on hold for next year?
Good for a quote lost to timing, not to price or a competitor. After a month the client’s context has changed, and asking about that change lands better than re-presenting the same proposal.
Start — $24.00/month
A proposal milestone on the stage, days-in-stage and the stalled-deal alert are on Start. Campaigns for batch sending too.
A cadence running on its own, with nobody clicking send, needs the Scale plan: Start and Growth have no AI.
See the full plan gridIf any of the points below is a dealbreaker for you, better to know now than midway through the trial.
CRPRO does not build the proposal as a PDF or collect a signed contract. The quote is made wherever you already make it today; here it becomes a stage, a value and a deadline.
There is no product catalog inside the deal. The card’s value is a number you enter, not a sum of items picked from a list.
There is no loss-reason field filled in by the salesperson. You mark a deal as lost, but the why does not become a statistic.
Outside Scale, nobody writes or sends these messages for you. The eight above are for you to adapt — the system handles the reminder and the history.
It rarely comes alone. These tend to show up in the same pipeline:
Every new contact already enters as an opportunity, with open value and a per-stage deadline. You see what stalled before you lose it.
Try 7 days free7 days free trial on every plan. Minimum plan for this pain point: Start — $24.00/month.