Following up is one of the most critical steps in the sales process. Within MeasureSquare CRM, follow-ups go far beyond sending an email or setting a reminder—they help you manage relationships, document communication, and maintain a clear view of where every opportunity stands.
When your team uses the CRM to manage Bids, Quotes, and customer communication, a consistent follow-up process ensures that nothing falls through the cracks and that your clients always feel informed, supported, and prioritized.
Following up on Bids and Quotes is essential for converting opportunities into awarded projects. MeasureSquare CRM provides tools that help your team stay organized and intentional in their communication.
A well-timed follow-up often determines whether a job is won or lost.
Demonstrates professionalism
Builds trust and credibility
Keeps your proposal top-of-mind
Helps answer lingering questions
Creates momentum toward approval
Ensures customers don’t feel forgotten
Consistent communication is one of the easiest ways to differentiate yourself from competitors and increase your close rate.
MeasureSquare CRM includes built-in features that make follow-ups easier, faster, and more consistent across your entire team.
The Email Templates feature allows you to create reusable follow-up messages that can be customized for each customer. This saves time while ensuring your communication stays polished and consistent.
Send a reminder after submitting a Quote or Bid
Check in on Bid status
Follow up after sending an update or revision
Share updated files or revised pricing
Re-engage customers who haven’t responded
To access and use these templates:
Go to the Emails section within your Bid or Project
Compose a new email
Select a “General” email template
Personalize as needed and send
This system ensures that follow-ups are easy to send, trackable inside the project, and consistent across your organization.