Solution · Sales
The quote you sent in March is still worth money.
Quotes go out and go quiet. Overdue invoices sit there because chasing is nobody's favourite job, and the person who would do it is the person doing the actual work. We give every document a schedule the moment it is issued, draft the reminder with the real numbers in it, and stop the moment the client pays.
Free, 30 minutes, no obligation.
What gets automated
- Giving every quote and invoice a follow-up schedule as it is issued
- Drafting each reminder with the document number, amount and last reply
- Sending it, or holding it for one click of your approval
- Routing the answer to the person who owns the deal and updating the record
The problem
Chasing is everyone's job, which is how it becomes nobody's.
No company decides to stop following up. It just loses to the week. The quote goes out on Tuesday, Thursday is busy, and by the following Monday nobody is sure whether it was chased or not — so it isn't, because chasing twice is worse than not chasing at all.
Today
- 1A quote goes out and the clock starts, but nowhere on paper
- 2It goes quiet, and silence looks the same as a no
- 3Chasing depends on somebody remembering, on a good week
- 4Overdue invoices sit unclaimed because nobody wants to be the one asking
- 5When a reminder does go out, it says less than the invoice it is about
With Reviamo
- 1Every quote and invoice gets a follow-up schedule the moment it is issued — no list to maintain, no calendar entry to forget
- 2Reminders are drafted in your tone with the right context, and either sent or queued for your approval, per client and per amount
- 3Replies route to the owner, the record updates itself, and a document that has been paid or accepted drops out of the sequence immediately
This is the rare automation with no new behaviour to learn. Nobody has to open anything. The only change is that the follow-up happens.
How it works
Scheduled at issue, written with the facts, stopped on payment.
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1
Watch
We connect to wherever quotes and invoices are actually issued — your CRM, your invoicing software, the mailbox they go out from. Each new document is picked up as it is created, not re-keyed into a tracker.
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2
Schedule
Each document type gets its own cadence. A quote is chased differently from an invoice that went past its terms, and a first reminder reads differently from a third. You set the rhythm once; it applies to everything from then on.
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3
Draft
The reminder is written with the facts already in it: document number, amount, what was agreed, the date it was sent, and the last thing the client said. The point is that the recipient does not have to go looking for the thing you are asking about.
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4
Decide
You choose where the line sits. Routine reminders can go out on their own; anything above an amount you set, or to a client you flag, waits in an approval queue where one click sends it. Nothing goes to a client in your name that you did not agree to.
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5
Route and stop
A reply goes straight to whoever owns the deal, and the record updates itself. The moment a quote is accepted or an invoice is paid, the sequence stops — no company has ever improved a relationship by dunning somebody who already paid.
Illustrative run. Every row is a step the automation actually performs; the flagged one is the kind it deliberately refuses to handle alone.
Plugs into
Where your quotes and invoices already live
- CRM & sales
- HubSpot, Pipedrive, Zoho CRM, TeamSystem CRM
- Invoicing & e-invoicing
- Fatture in Cloud, Aruba, Danea EasyFatt, TeamSystem, Zucchetti
- Mail & calendar
- Microsoft 365, Google Workspace
- Everything else
- A shared spreadsheet, an ERP export, or the mailbox quotes are sent from
Not on the list? If it exports XML, CSV or has an API, it is almost certainly fine. The one exception is SAP — we don't integrate with it, and we say so up front.
Who it's for
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Companies that quote more than they invoice
If a meaningful share of your quotes never gets a yes or a no, the gap between the two is not lost work. It is unfinished work.
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Anyone carrying overdue invoices
Money you have already earned, already declared and already paid IVA on, sitting in someone else's account because asking is awkward.
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Small sales teams without a dedicated admin
Two or three people who sell and deliver. Follow-up is the first thing that falls off the list when a project goes live.
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Studi and service firms billing on terms
Recurring invoices to the same clients, where one late payer quietly sets the tone for the others.
Questions
The questions people ask about follow-up automation.
Will it send emails to my clients without me seeing them?
Only if you decide it should. Every sequence has an approval setting: fully automatic, automatic below an amount you choose, or always held for one click. Most clients start with everything held for approval for the first few weeks, read what the drafts actually say, and then let the routine ones go.
What stops it chasing someone who has already paid?
The payment status itself. The sequence reads from your invoicing system rather than from a separate list, so an invoice marked paid drops out immediately, and an accepted quote stops being a quote. This is the single most important thing the automation does, because one wrong reminder costs more goodwill than ten right ones earn.
Does it sound like a robot?
It sounds like whoever writes your emails now, because that is what it is built from. We take real messages you have sent, agree the tone, and the drafts carry the actual document number, amount and history. A reminder that restates the facts is short by nature — the ones that read as automated are the ones with nothing specific in them.
What if a client disputes the amount?
The sequence pauses and a person takes over. Anything that is not a plain silence — a dispute, a partial payment, a request to reschedule — goes to a human with the thread attached. The automation handles the part that is genuinely repetitive and gets out of the way for the part that isn't.
Does it work with our e-invoicing setup?
Yes, and it is usually the same connection. Italian invoices already exist as structured data because they went through the Sistema di Interscambio, so the amount and terms are exact rather than read off a PDF. If you also want the invoices you receive handled, that is the same pipeline in the other direction.
How long does it take to set up?
We start with a free consultation, then a paid process audit that ends in a fixed price. Follow-up is one of the faster things to put live because it usually touches two systems rather than five. The sequence runs alongside whatever you do manually today until you trust it — the steps are on how we work.
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What you are following up on, and where it came from.
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See everything we automate
Six of the processes we're asked for most, each compared before and after.
Back to services
Free consultation
Tell us how many quotes go quiet, and what you do about it today.
Roughly how many quotes and invoices a month, and who chases them now. Thirty minutes online is enough to say whether this is worth building for you.