Start with the quiet quotes
Turn your sent folder into a follow-up desk.
Create your account, bring in the opportunities that went quiet, and see where a useful next touch can recover momentum.
What happens next
Your first session moves from setup to an approved follow-up sequence.
- 01Open the profile and access view with your 14-day trial active.
- 02Add a quote manually or import your quote list from a CSV.
- 03Set the approved company facts Pingstead can use in drafts.
- 04Review the first assisted draft, then enter the follow-up desk.
- 05Approve and schedule the multi-step reminder sequence.
Create your Pingstead account
Try every customer-facing feature for 14 days.
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