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Sales & leads

Follow-up reminders for deals that went quiet

When a deal or quote sits untouched too long, the owner gets a nudge, the customer gets a gentle email, and the manager gets a weekly list.

B2B sellers and service firms who send quotes and then lose track of them.

  • Your CRM
  • Slack
  • Gmail

See it work

An illustration of the workflow we set up, not a screen recording
How it runs · 6 steps

Starts whenA daily check of your open deals, at a time you choose

  1. Step 1, Schedule: Runs every morning. Passes on: Check: all open deals and quotes.
  2. Step 2, Your CRM: Finds deals untouched for too long. Passes on: Deal, value, owner, days quiet.
  3. Step 3, Slack: Reminds each owner of their quiet deals. Passes on: Message: deals to follow up today.
  4. Step 4, Gmail: Still quiet? Emails the customer gently. Passes on: Your check-in template, from the owner.
  5. Step 5, Your CRM: Notes the follow-up on the deal. Passes on: Note: reminder sent, with the date.
  6. Step 6, Gmail: Mondays: sends the manager the stuck list. Passes on: Stuck deals by owner and value.
  7. Result: Every quiet deal gets a nudge, and the manager sees what is stuck.

Before and after.

Before · by hand

Quotes go out and nobody follows up. The CRM says 40 open deals; half have not been touched in three weeks and nobody notices until the month ends.

After · once it runs

No deal goes silent without someone being reminded, and the manager sees the stuck ones every Monday. Typically gives back 2–3 hours a week of checking the pipeline by hand.

Time savings are typical figures for the size of business described, not a promise. Yours depend on your volumes.

What you get

  • The workflow, built and running in your own n8n account
  • Setup: we connect it to your accounts and switch it on
  • A test run with your own data before handover
  • A short written guide: what it does, how to pause it, what to check
  • 30 days of fixes after handover

What you provide

  • Your CRM login, or the sheet you track quotes in
  • The email account follow-ups go from
  • A Slack workspace (or email) for reminders
  • How many quiet days count as stuck, per stage
  • Somewhere for n8n to run: an n8n Cloud plan, or your own server (we can install n8n on it)

How we build it

Built when you order, in about 4 working days.

  1. 01

    You order

    Send the form with this automation named. We reply within one working day with what we need from you and how to pay.

  2. 02

    We connect your accounts

    You give us access to the apps under ‘What you provide’. We build the workflow in your n8n account and connect each app.

  3. 03

    We test it with your data

    We run it on real examples from your business, fix anything that does not fit, and show you the results.

  4. 04

    Handover

    You get the written guide and it keeps running. Typically 4 working days from access to handover, then 30 days of fixes.

Questions buyers ask

+Is it ready to download?

No. Nothing is pre-installed. When you order, we build this workflow in your own account, connect your apps, test it with your data and hand it over, typically 4 working days after we have your access.

+What else will I pay for?

Nothing extra beyond your CRM, email and Slack plans. n8n is free to self-host on your own server; n8n Cloud has its own monthly plans. You pay those providers directly, not us.

+Can you host it for us instead?

Yes, with the optional Care plan: ₹999 a month for one automation, or ₹1,999 for up to five or any one pack ($29 and $49 outside India). We run n8n for you, keep your app connections in n8n's encrypted credential store, fix failed runs and renew expiring connections. Cancel any time and we move the workflow into your own n8n account.

+Can you adjust it to how we work?

Small changes that keep the same flow, such as message wording, fields, timings or who gets alerted, are part of setup. Anything that adds apps or steps is quoted before we start, and bigger builds are our custom automation service.

+What happens after the 30 days?

It keeps running in your account; it does not stop if you stop working with us. Fixes or changes after the 30 days are quoted when you need them.

+Who can see our data?

The workflow runs in your own account, so your data moves between your own apps. We need access while we set it up and during the 30 days of fixes; you can remove that access whenever you like. On the Care plan it runs in n8n on our server instead: your data passes through it on its way between your apps, and your app connections are stored encrypted.

+Can it run on Make or Zapier instead?

Yes, on Make, if you already use it. Say so in the form and we confirm before you pay. Their own plan limits apply.

Want this one, or something a little different?

If this is what you need, fill in the form and we will set it up for you. If it is not quite right, we build custom automations too. Tell us what you need.

Optional · monthly

Rather not run n8n yourself? We host it and look after it.

  • We run n8n for you, so there is no n8n bill and nothing for you to install
  • Your app connections are kept in n8n's encrypted credential store
  • We are alerted when a run fails, and we fix it
  • Connections that expire are renewed before they stop working
  • One small change a month: a message, a field, a recipient
  • Cancel any time: we move the workflow into your own n8n account
Care for one automation₹999$29/monthCare for up to fiveor any one pack₹1,999$49/month

On top of the one-time setup. The apps’ own fees stay yours.

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Follow-up reminders for deals that went quiet · ₹14,999$349

Fixed price · set up in 4 working days · you pay the apps’ own fees