Register or import
Customer, quote, amount, sent date and owner are recorded or imported.
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.
01 · Purpose
Why this product exists.
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.
02 · Operational problem
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 filesNo unambiguous next action or follow-up dateInsufficient visibility into commercial value still openNo consistent history of contact and outcomes
03 · How it works01 02 03 04
From sent quote to traceable follow-up.
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.
04 · Capabilities
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.
05 · User experience & roles
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.
06 · Use casesBTP / INSTALLATION SERVICES B2B DIRECTION
High-value quotes
An installation company wants to see which quotes above €5,000 have had no action for seven days.
Multiple sales staff
A manager wants follow-up not to depend on one person’s private calendar.
Open revenue opportunities
Management wants to quickly see which potential value remains open and where action is missing.
IN-DEPTH EXPLANATION
QuoteFollow Pro in detail: make commercial follow-up a process instead of a memory task.
QuoteFollow Pro targets a narrow but costly gap in many commercial workflows: a quote is prepared and sent, then follow-up becomes fragmented across inboxes, calendars, notes and individual memory. The product does not try to replace invoicing or accounting. It creates a controlled follow-up layer around the commercial proposals that already exist. Each quote can carry customer, amount, sent date, current status, last contact and next follow-up date, allowing the team to see not only which opportunities are open but which ones require action now.
Keep existing tools, add operational visibility
The first deployment can start with manual entry or a controlled import rather than a disruptive systems migration. That is intentional. A small or medium business may already have a quoting tool employees know and trust. QuoteFollow Pro can sit beside it and focus on the missing operational question: what is still open, what value is represented by those quotes, when was the customer last contacted and what should happen next? If later integration with another system is justified, it can be added as a separately qualified connector instead of making the entire product dependent on one vendor from day one.
Hosted delivery turns software into an operated service
The professional version is designed as a browser-based managed application. The customer does not need to install a Windows program on every workstation. Qavirio can operate hosting, updates and backups while the organisation uses its own secured tenant and user accounts. Subscription pricing therefore needs to cover infrastructure as well as continued maintenance. Larger organisations can require different isolation, storage, user or deployment arrangements; those are treated as scope decisions rather than pretending one low-cost package fits every customer. The operational model also makes responsibilities clearer: the customer owns the commercial process and data quality, while the agreed Qavirio service scope defines platform maintenance, hosting operations and technical support.
07 · Architecture
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.
HTTPS→Identity / Tenant→QuoteFollow module→PostgreSQL→Backups / Audit
08 · Security & data
Server-side tenant and organisation boundariesRole-based access and least privilegeHTTPS and controlled sessionsAudit of important status and configuration changesBackups and recovery proceduresData minimisation: no financial ledger required
09 · Integration
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.
10 · Deployment & hosting
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.
11 · Operations & support
12 · Commercial offer
€190 excl. VAT / month
€2,280 excl. VAT / year · setup €490 excl. VAT · up to 10 users
Qavirio Managed Cloud hosting includedBackups, updates and technical maintenance includedRemote onboarding and user guidance included
13 · Contact / demo
Discuss QuoteFollow Pro →Discuss this product with Qavirio.
An initial discussion focuses on use case, organisation, existing systems, security requirements and desired deployment before a proposal is prepared.