RootCue for agencies & freelancers
Every quotation followed up. Politely, on time.
Most quotes aren't rejected — they're forgotten by both sides. RootCue reminds you three days after you send a quote, shows its value, and after each call asks “What should happen next?” so the deal never goes quiet.
How the loop works
- Step 1
Quote sent
Log the quote with its value — or connect your CRM and RootCue picks it up automatically.
- Step 2
Follow-up day
Today shows “Arun Kumar · Quotation follow-up · ₹48,000”. Call from RootCue.
- Step 3
After the call
RootCue asks: Tomorrow? 2 days? 1 week? Deal closed? One tap and the next step is set.
Typical intervals
Starting points — RootCue lets you set your own per customer.
| First quote follow-up | 2–3 working days |
|---|---|
| Second follow-up | 5–7 days later |
| Proposal revision | Within 48 hours of feedback |
| Retainer renewal | 15 days before the term ends |
Messages you can send
Sample wording. You review and send every message yourself.
Quote follow-up
Hi Arun, following up on the website quotation we shared on Monday. Happy to adjust scope or timeline if needed — what would help you decide?
Advance
Hi Sneha, thanks for confirming! Sharing the payment details for the 40% advance so we can block the team from the 1st.
Common mistakes
- Following up only when you remember — usually two weeks too late.
- Keeping pipeline status in your head instead of in one list.
- Replacing a CRM you already pay for instead of fixing the follow-up habit.
Already on Zoho or HubSpot?
Keep it. RootCue works as a layer on top: your CRM stays the master for contacts and deal values, and RootCue owns the next action and reminder. Completed follow-ups can be written back when you enable it.
Illustrative arithmetic, not a customer result.
Questions
- Does RootCue replace my CRM?
- No. RootCue works with your CRM — or without one. It never changes your CRM's structure; it only reads the fields you approve.
- Is the value shown real revenue?
- It's the value you or your CRM attached to the quote, clearly labelled as an estimate. RootCue never invents numbers.
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