Quote Follow Up Software for Trades and Service Teams

Quote Chaser helps trades and service businesses track sent quotes, follow up at the right time, and keep next actions clear without turning the process into a bloated CRM.

Why teams use it

Keep sent quotes visible and follow ups moving

Quote Chaser gives trades and service teams one clear place to track sent quotes, next follow up dates, ownership, and outcomes without the extra CRM clutter.

It is built for the part that usually gets messy after the quote goes out: what needs chasing, who owns it, and what should happen next.

  • Keep every sent quote visible — no more inbox digging or spreadsheet hopping.
  • Know what needs attention next — due and overdue follow ups stay easy to spot.
  • Give the team one clean queue — ownership and outcomes stay clear across the workspace.
Quote Chaser icon Quote Chaser
  • Today
  • Quotes
  • Team
  • Settings

Dashboard preview

Quote pipeline overview

Today
Open pipeline £3,380 Quotes still in play
Due today 2 Quotes needing action now
Won revenue £1,450 Closed business so far
Sent £2,400
Follow-up due £980
Won £1,450

Pipeline

Quote pipeline view
Client Quote Value Status Next
Jones Property Lets Boiler replacement quote £2,400 Sent 20 Mar
Reed Electrical Consumer unit upgrade £980 Follow-up due Today
Walker Homes Kitchen repaint and touch-ups £1,450 Won None
Key outcomes

What teams need at a glance

Make the next step obvious, keep the queue clean, and stop good quotes going cold.

Track every sent quote

Keep quote value, status, sent date, and next action in one place instead of across inboxes and notes.

See who needs a follow up today

Surface due and overdue quotes fast, so your team knows what to chase next without digging around.

Keep one shared team view

Make ownership clear across the workspace, so follow ups do not drift when more than one person is involved.

How it works

How teams use it day to day

Quote Chaser is built around the practical steps teams need every day, not a heavy sales process.

Log the quote

Add the client, value, sent date, and owner so the quote is visible from day one.

Set the next follow up

Keep the next action attached to the quote, so nobody has to guess what should happen next.

Work from a clear queue

See what is due, overdue, won, or closed out without jumping between tools.

Close it out properly

Mark quotes as won, lost, or booked work so the whole team can see the real outcome.

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Plans and workspace size

Choose the right plan for your workspace

Each Quote Chaser subscription covers one workspace. Personal is for one user. Business covers one shared workspace for up to 20 users. Need more than 20 users? Contact us for a custom setup.

  • Personal — one user, built for solo use.
  • Business — one shared workspace for up to 20 users.
  • Larger teams — custom setup available on request.
Ready to try it?

Start tracking quote follow ups with a clearer workflow

Start with the plan that matches your workspace, or get in touch if you need a larger setup.

Related pages

Explore more focused pages

Explore the pages below if you want a more specific angle on estimate follow ups, quote chasing, or quote management.

Estimate follow up software

For teams tracking sent estimates and next actions.

Quote chasing software

For teams focused on who needs follow up today.

Quote management software for trades

For trade businesses wanting a simpler quote workflow.