Start with the right quotes.
We review your process and connect one CRM or spreadsheet. Together, we define which recent quotes are eligible for follow-up.
QUOTE FOLLOW-UP FOR HVAC TEAMS
The quote went out.
Keep the conversation going.
You’re busy getting the next job done. Innatic helps your team follow up on unanswered installation quotes—with thoughtful messages and a person in control.
Done-for-you setup. Staff-approved follow-up.
A LITTLE FOLLOW-THROUGHExample workflow
A new system. A sent quote.
Your team sends the installation estimate.
A thoughtful check-in.
A follow-up draft, ready for your approval.
The conversation comes back.
Reminders pause. Your team takes it from here.
Useful automation. Human judgment.
Built around your existing processEvery message has an ownerClear replies. Clear next steps.
FROM SENT TO NEXT STEP
A follow-up process
your team can actually use.
No more wondering which quotes need attention. Give every eligible enquiry a clear next step.
Sound like your business.
AI-assisted drafts use the quote context and your approved tone. Your team reviews messages before they go out.
Make replies easy to act on.
Replies return to your team. Follow-up pauses when a customer responds, declines, unsubscribes, or accepts the quote.
TAKE IT FOR A SPIN
See the follow-through.
Review a draft, simulate a reply, and see the next step appear in the dashboard.
Open interactive demo
Interactive demonstration with fictional customers. No real emails are sent; live AI, CRM, and email connections are part of implementation.
YOUR TEAM STAYS IN CONTROL
Automation with
good boundaries.
A follow-up should feel helpful. We build the rules around how you want customers treated.
Approval before sending
Your team reviews the wording, timing, and customer context.
Stop when it’s time to stop
Replies, declines, unsubscribes, and accepted quotes end the reminder sequence.
People handle the decisions
Pricing changes, technical advice, and appointment commitments stay with your team.
START WITH ONE CLEAR PILOT
Get it working.
Then decide what’s next.
A focused implementation for one HVAC location, with agreed scope and a clear handover.
Best for teams sending installation quotes and ready to assign someone to review messages and handle replies.
IMPLEMENTATION PILOTCAD
$2,500one time
$1,250 to start · $1,250 after agreed acceptance
- One location and one CRM or spreadsheet
- One connected business email account
- Up to 100 eligible recent quotes
- Follow-up drafts, approval steps, and stop rules
- Team walkthrough and handover
- 14 days of monitoring after launch
Target setup: 7 business days
After access, required materials, and scope are agreed. Software subscriptions are separate.
Optional ongoing support: $500/month
Try the workflow firstA FEW GOOD QUESTIONS
Before you start.
We already have a CRM. Do we need another one?
Often, no. We first review what your current system already supports. The pilot focuses on configuring a useful process around your existing tools, with any additional integration agreed before work begins.
Will AI send messages without our approval?
The proposed pilot uses staff approval before sending. Drafts support your team; they do not independently change prices, give technical advice, or promise appointments.
Can we follow up with every old quote?
No. We agree eligibility and contact rules before launch. Quotes marked accepted, declined, or unsubscribed are excluded, and your team confirms that each contact may receive follow-up.
Does the pilot guarantee more booked jobs?
No. The pilot delivers a working follow-up process, team training, and monitoring. Customer responses and sales depend on your quotes, demand, timing, and how your team handles replies.
Is the demo connected to a real business?
No. It uses fictional customers and simulated actions saved in your browser. It demonstrates the workflow; live integrations are scoped and tested for each implementation.
PUT A NEXT STEP BEHIND THE QUOTE
See what better
follow-through looks like.
Explore the demoNo signup required. No real messages sent.