Sales Intelligence

10 scenarios

40 companies · 112 non-cancelled orders · 26 quotes0 open follow-upsDemo records dated 13/08/2026

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Quote follow-upAI-assisted workflow demo

1 · What the records show

QT-2207 is chasing, worth £11,662 with 3 recorded follow-ups.

2 · Suggested action

Check whether the requirement still stands and revalidate the quote before commitment.

3 · Follow-up plan

Owner checks the response in two working days. If requirements change, amend the existing quote rather than creating a duplicate.

An open quote is potential value, not booked revenue.

Bring the quote back into the conversationNeeds review

Quote follow-up

Riverbank Academies

QT-2207 · £11,661.87 · chasing

Original validity17/09/2026

Recorded follow-ups3

Price checkCheck before commitment

No stock or delivery promise has been added to the draft. Confirm these on the quote before making a commitment.

Open quote Customer orders

A relevant draft, ready for your review

Sources are the existing demo customer, order and quote records. Follow-ups are not sent automatically.

Demonstration environment Sample suggestions, reviewed by you · Nothing is sent automatically · No connected mailbox, telephone or AI service

Sample processing is deterministic. Customer, product and order context comes from the existing fictional demo records. Follow-ups are saved only in this browser. Approved order drafts enter the existing prototype Orders book. No email is sent, no calls are recorded and no external system is changed.