Prevent expired real estate quotes and protect commissions

General managers lose pending quotes to oversight, costing commissions and delaying closings. Create calendar reminders one month after a quote so project managers follow up before proposals lapse.

Overview

Pending quotes that slip through the cracks cost commissions and stall closings. This workflow seeds calendar reminders around proposal expiry so project managers follow up proactively, turning overlooked quotes into timely conversations and clearer pipeline visibility.

Notable Features

Create follow-up calendar events
Notify project managers by email
Flag expiring quotes in CRM