InstantOffice

Sales Follow-Up & Proposal Recovery

Keep leads and open proposals from going cold.

$199/monthNo setup fee

Available after signup. Billed separately from your InstantOffice plan. Cancel anytime.

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What it does for your business

Automatically follow up on open opportunities, sent estimates, and inquiries that have gone quiet — so leads and proposals stop slipping through the cracks. InstantOffice watches for stale items, plans the right next touch, and stops the moment a customer responds.

Detects stale opportunities, sent/viewed estimates, and unanswered inquiries
Plans a follow-up cadence with sensible vertical-aware defaults
Sends customer-facing follow-ups by SMS, email, or both
Stops automatically when a customer replies, wins, loses, or accepts
Shows recoverable value, scheduled follow-ups, and recovered work

Who it's for

Businesses with a sales pipeline or proposal process where deals quietly go cold waiting for a reply.

Relationship to your base plan

Your base plan includes core follow-up automation. Sales Follow-Up & Proposal Recovery adds continuous recovery detection across opportunities and proposals, with configurable cadence, channels, and stop conditions.

Add it to your plan

Works with either the Monthly or Annual InstantOffice plan. Available after signup · Billed separately · Cancel anytime.

Optional Enhancements

Add capabilities when your business needs them.

24/7 Call Answering

$299/monthNo setup fee

Never miss a customer call, day or night.

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Cancel anytime

Sales Follow-Up & Proposal Recovery

$199/monthNo setup fee

Keep leads and open proposals from going cold.

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Cancel anytime

Collections & A/R Recovery

$149/monthNo setup fee

Follow up automatically on overdue invoices and balances.

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Cancel anytime

Reputation & Retention

$149/monthNo setup fee

Generate more reviews and keep good customers coming back.

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Cancel anytime

Advanced Operations

$249/monthNo setup fee

Catch operational problems before they become bigger problems.

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Multi-Location

$299/monthNo setup fee

Manage multiple locations from one operating view.

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Advanced Office Manager

$249/monthNo setup fee

More proactive oversight, prioritization, and business follow-through.

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Cancel anytime