Product

Sales: quotes, pipeline and follow-up

Sales in Stackap Business covers the pipeline, quotes with public acceptance links, and scheduled follow-ups for leads, quotes, completed jobs and overdue payments.

What it does

A quote can be drafted from a survey with AI assistance, sent as a link the customer opens without signing in, and tracked through its lifecycle until it is accepted, declined or expires. An accepted quote can create a job. Quotes were tested for race conditions and for rejecting records that point at another business's data.

Follow-up is a set of scheduled jobs rather than something a person has to remember. The software runs jobs that nudge new leads, follow up on open quotes, chase sales opportunities, contact customers after a job, remind people about unpaid invoices every day, and re-engage customers who have gone quiet.

Attribution connects the sale back to its source. Tracked clicks and website visits are matched to leads, and conversions can be verified by hand, so spending on a channel can be compared with what that channel actually produced.

How it works

This is where the agent model matters most. "Follow up with everyone who has not paid" is one sentence from a person and a long list of lookups, messages and judgment calls underneath. The follow-up jobs exist already; the work in progress is giving an agent a safe, approved way to start, change and read them.

Early-access scope

• Follow-ups are fixed jobs maintained by Stackap, not sequences you design. There is no visual workflow or drip builder.
• Lead scoring is partial, as the CRM page explains.
• Messages sent by follow-up jobs go through the communications channels, so they depend on your SMS and email provider setup.
• Quote and pipeline reporting lives with each module. A cross-module sales analytics layer is not built.

Questions

Last updated 2026-10-03.