The quote, the invoice,
and the quiet lead.
A contract manufacturer loses the follow-up in three places: an open quote, an invoice past due, and a lead that went quiet. TLDR drafts the quote check-in and the invoice reminder, and alerts you about the lead. You click Send. The lead alert does not email the customer.
Quotes that sit
An open quote with an email becomes a check-in. You approve it. Accepted, lost, and invoiced rows are skipped.
Invoices past due
The reminder is drafted from the open invoice. Nothing is emailed until you click Send. A later run stops once it is no longer overdue.
Leads that go quiet
A lead still new after a few days is an alert to you. That automation does not email the customer.
The customer who just paid
Once the invoice is settled and nothing else is overdue, one note asks them to name a similar shop. You approve it. Someone who still owes is left to the reminder.
What you start with
One automation is free, on your own file. Spreadsheets are enough for Free and Starter. QuickBooks, a CRM, and the rest of the connections are on Growth and above.
If a bookkeeper runs the books
The firm plan is priced per client company, with its own files, approvals, and login. This page is the shop. The firm page is the practice.