QAVIRIO BUSINESS OPERATIONS

Qavirio QuoteFollow Pro

Quote follow-up without replacing your current invoicing system.

QuoteFollow Pro gives organisations one clear workspace for open quotes, next actions and commercial follow-up. The goal is simple: prevent already-qualified revenue opportunities from being lost because a follow-up was forgotten.

OFFER€190 excl. VAT / month

€2,280 excl. VAT / year · setup €490 excl. VAT · up to 10 users

FROM PROBLEM TO WORKFLOW

A quote only has value when follow-up remains controlled.

Many teams create quotes in accounting or invoicing software, then track follow-ups in email, calendars, notes or spreadsheets. QuoteFollow Pro fills exactly that operational gap without trying to become a full CRM or invoicing package.

  • Open quotes spread across people or files
  • No unambiguous next action or follow-up date
  • Insufficient visibility into commercial value still open
  • No consistent history of contact and outcomes

Register or import

Customer, quote, amount, sent date and owner are recorded or imported.

Define next action

The team sets a follow-up date, owner and internal note.

Prioritise

Dashboard and filters show what needs attention today, soon or is overdue.

Close & learn

Won, lost or pending stays visible with history and value.

CAPABILITIES

What the system actually does.

A capability only matters when it makes a real task, decision or hand-off simpler and controllable.

Follow-up work queue

Filter today, overdue, upcoming and by owner.

Contact history

Keep actions, notes and status changes chronologically.

Commercial value

See open, won and lost value without recreating accounting software.

Ownership

Assign quotes and actions to users in the organisation.

Import & export

Start from existing CSV/Excel data and retain an export path.

Browser-based

No local installation for the Managed Cloud edition.

PEOPLE & ROLES

The interface follows responsibility.

Sales management

Sees pipeline, open value, overdue follow-up and team distribution.

Sales / sales administration

Works from a concrete daily list of next actions and customer context.

Executive management

Gets a summarised view without searching individual mailboxes or spreadsheets.

USE CASES

Designed for real scenarios.

BTP / INSTALLATION

High-value quotes

An installation company wants to see which quotes above €5,000 have had no action for seven days.

SERVICES B2B

Multiple sales staff

A manager wants follow-up not to depend on one person’s private calendar.

DIRECTION

Open revenue opportunities

Management wants to quickly see which potential value remains open and where action is missing.

ENGINEERING & TRUST

Technology is strongest when its boundaries are visible.

A shared Business Operations core, not a disposable standalone app.

QuoteFollow Pro is designed on the same tenant, identity, notification, document and audit foundation that can support future Business Operations modules. That enables growth without rebuilding every module from scratch.

HTTPSIdentity / TenantQuoteFollow modulePostgreSQLBackups / Audit

Security & data

  • Server-side tenant and organisation boundaries
  • Role-based access and least privilege
  • HTTPS and controlled sessions
  • Audit of important status and configuration changes
  • Backups and recovery procedures
  • Data minimisation: no financial ledger required

Existing tools stay in place.

The initial scope prioritises import/export and clear operational separation. CRM, invoicing, email or API integrations are only added when a customer case and technical boundary justify them.

CSV / XLSXREST API — planned where justifiedCRM / ERP — customer-specificE-mail — controlled integration path

Deployment & operations

Qavirio Managed Cloud

Recommended for SMEs: Qavirio hosts, maintains, backs up and updates; users sign in through a secure browser environment.

Private / dedicated later

For larger organisations, a dedicated database/instance or private deployment can be part of technical review.

OFFER

€190 excl. VAT / month

€2,280 excl. VAT / year · setup €490 excl. VAT · up to 10 users

Still explicitly to validate
  • Qavirio Managed Cloud hosting included
  • Backups, updates and technical maintenance included
  • Remote onboarding and user guidance included
DISCUSS THE USE CASE

Does this fit the problem you need to solve?

An initial discussion is about goals, users, existing systems, risks and outcomes — not about selling as much software as possible.

Discuss QuoteFollow Pro →