Quote sent. Then what?

Tekliva keeps track of every quote you send. When it is time, it asks your team a question they answer with one tap, then updates the pipeline from that answer. Nobody fills in a spreadsheet.

Live examplePipeline
Tekliva

No reply on the Harbour Plaza 4th floor office quote for 7 days. Where does it stand?

Deniz Architects, ₺480,000

Hot1

  • North Depot lighting₺220,000

Warm1

  • Atlas Factory chiller₺2,400,000

Cold1

  • Park Residence fan coils₺860,000

Won1

  • Ada Clinic air conditioning₺1,100,000

Tap an answer and the quote moves to the right lane.

Writing quotes is easy. Following up is not.

Most teams are good at preparing quotes. The trouble starts afterwards: the quote goes out by WhatsApp or email, someone acts if the customer calls back, and it is forgotten if they don't. Status lives in a spreadsheet from the weekly meeting, and it is out of date by Wednesday.

  • ReactiveIf the customer doesn't call back, nobody calls them. The quote quietly disappears.
  • ScatteredStatus lives in people's heads, in chats and in separate sheets.
  • StaleThe sheet updated on Monday is wrong by Wednesday.

How it works

Three steps. Tekliva handles two of them.

  1. Save or import your quote

    Quotes from your quoting tool land in the list with their value and line items. Adding one by hand takes a minute, and the number is assigned automatically.

  2. Tekliva asks when it's time

    Once the number of days your manager set has passed, it asks the person who wrote the quote where it stands. One tap to answer, and the pipeline updates itself.

  3. Monday's summary is ready

    What warmed up this week, what went unanswered, what passed 30 days and where you are against goals, in your inbox and on screen before the meeting.

A quote list that stays clean and searchable

Number, date, company, value and owner. Brands and categories come from pick lists, so the reports add up.

Example quote list
NoDateProjectCompanyValueStatus
104222 SepHarbour Plaza 4th floor officeDeniz Architects₺480,000Hot
104122 SepNorth Depot lightingNorth Logistics₺220,000Hot
104021 SepAtlas Factory chillerAtlas Foods₺2,400,000Warm
103919 SepPark Residence fan coilsPark Construction₺860,000Cold
103818 SepAda Clinic air conditioningAda Health₺1,100,000Won

The summary is ready before the meeting

On Monday morning the team walks in knowing what to discuss.

Monday summary, week of 21 September
Warmed up this week
4 quotes
₺3.1M
No reply for 7+ days
9 quotes
₺5.4M
Older than 30 days
6 quotes
₺2.2M
Won
3 quotes
₺1.9M
September revenue goal64%

What a sales team needs, and nothing extra

Every feature exists to do one job well: find out what happened to the quote.

Quote list

Automatic quote numbers, revision history and pick lists for brands and categories. The same brand never gets entered three different ways.

Hot, warm, cold pipeline

Open quotes sit in lanes by temperature. Drag a card, or let the answer to a follow-up question move it.

Automatic follow-up questions

Managers decide after how many days, to whom and on which channel. In-app and email are ready, WhatsApp is next.

Monday summary

A ready report for the weekly sales meeting: warming up, unanswered, waiting and progress against each person's goal.

Company timeline

Company, contacts, quotes, notes and orders on one timeline. It warns you when there has been no contact for a while and works out active or inactive status itself.

Tasks

Open a task on a company or quote, assign it, set a due date. Answering "ask me later" creates the task for you.

See all features

Stop guessing how your next quote went. Find out.

Every plan is free during early access. No setup, no credit card.