Each active opportunity needs an open question, a responsible person and an agreed next step. Sending a proposal is not closing a sale.
Keep the context needed to continue
Record the customer’s need, missing information and latest agreement. Separate an internal note from a promise made to the customer. If no decision date exists, retain that status rather than inventing a likely close.
Identify the proposal version and scope under discussion. When quantities, deliverables or conditions change, document which version replaces which. This prevents follow-up about an obsolete document.
Choose a tool that supports the process
CRMY presents a CRM for micro and small businesses, including opportunity tracking and quotations. Its templates open WhatsApp with prepared text; the user reviews and decides whether to send it. This should not be described as automatic messaging.
Before moving all your work, try a representative case with permitted data: contact creation, a note, a next action and proposal review. Check who can access the information and how records will stay current.
Use meaningful states
- Missing information: a detail is needed to prepare or review the offer.
- Proposal under review: the customer has an identified version.
- Agreed next contact: there is a reason and a time to resume.
- Paused, won or lost: record the actual outcome and context.
Adapt these names to your team. Everyone should interpret each state consistently, without treating a polite reply as “won” or an unresolved wait as “lost.”
Review open points as well as activity
In a short review, ask which conversation needs clarification and which commitment belongs to the team. A count of sent messages can show effort, but does not prove the customer understands or accepts an offer.
Our proposal follow-up guide includes message examples. Use the customer-question guide to turn recurring questions into public explanations you can share when relevant.
Follow the evidence.
Public project site checked Oct 16, 2026. The project link was selected by the publisher. This is an original working checklist, not a hands-on review, service test or supplier comparison. Confirm current terms and availability directly with the project. Our editorial standards.
