Automated Quote Follow-Up Software for Builders
Every year, independent UK building firms lose tens of thousands of pounds in profitable residential extensions simply because nobody follows up delivered quotes while site work is underway. Veltris provides an automated quote follow-up system that monitors sent estimates and executes polite, value-driven check-in messages on Day 4, Day 7, and Day 10. You win more contracts at full price with zero evening admin.
How does an automated quote follow-up system protect builder revenue?
An automated quote follow-up system protects builder revenue by guaranteeing that every single estimate delivered receives systematic, professional check-ins until a decision is confirmed.
Because 78% of buyers choose the first responder who maintains proactive communication, following up within 72 hours of quote delivery reassures the homeowner that your firm is organized and attentive. Research shows that leads contacted within 5 minutes are 21x more likely to qualify, and carrying that momentum into the pricing phase prevents quotes from going cold.
The automated Day 4, 7, and 10 follow-up sequence
Technical Specification Clarification
Checks if the homeowner had time to review the PDF breakdown and offers to jump on a quick 5-minute call to explain structural steels, foundations, or provisional allowances.
Site Schedule & Material Lead Times
Provides a helpful operational update regarding next month build schedule, checking if the client wants to reserve their start date before subcontractor slots fill up.
Polite File Closure & Archive
Gracefully closes the active enquiry, letting the client know they can get in touch when they are ready to proceed, while logging the project for future win-back check-ins.
How does it integrate into a full CRM for builders?
The quote follow-up engine integrates directly into our flagship CRM for Builders. When you complete a site survey and dispatch your estimate, simply dragging the job card into “Awaiting Response” arms the sequence automatically.
The system tracks unconfirmed quote totals (such as Marcus & Sarah at £42,000 or Tyler Brennan at £85,000), giving you a live pipeline valuation across your entire business.
The 30 day performance pilot
We deploy our bespoke builder CRM on a 30 day pilot for £300 when setup begins. That first month carries our trust split: £150 covers minimum configuration, and £150 is refundable if you feel the build was not worth it.
The £2,500 setup fee (£5,000 crossed out) is charged ONLY at day 30, and only if you approve the system and continue. Ongoing retainer is £300 a month after, all-in covering hosting, tweaks, and support. Founding guarantee: If it doesn't earn its place in the 30 day pilot, you never pay the setup fee.
Review Complete PricingFrequently Asked Questions
Can I edit the follow-up messages before they send?
Yes, every follow-up message can be customized to match your tone of voice or overridden for specific high profile clients.
Does the system send messages via WhatsApp or SMS?
Both channels are supported. SMS provides 98% open rates, while WhatsApp enables natural conversation and quick image sharing.
Test the live quote follow-up pipeline
Experience our interactive builders demo with real residential quote tracking in action.