Quiblet CRM
After an inquiry
Hi [Name], thanks for asking about [specific request]. To make sure I point you to the right option, could you tell me [one question]?
If a quick call is easier, I’m free [two times and time zone].
Free sales follow-up template
Keep a record of who you spoke with, what they need, and when to follow up. Download the spreadsheet template and replace the sample contacts with your own.
Download the CSVOpens in Excel, Google Sheets, and other spreadsheets. No sign-up needed.
How to use the tracker
| Contact | Last conversation | Next action |
|---|---|---|
| Jamie Rivera | Asked about setting up a new account. | Send a recap and offer two times to talk. |
| Morgan Lee | Reviewing a quote for the next order. | Ask whether the quote fits the timing and scope. |
- Add a row for each contact. In Notes, record the last conversation and any promise you made.
- Choose one next action and enter the date you agreed to follow up. Sort by Follow-up Date to see what’s due.
- After you follow up, record the outcome and update the date and next action. Clear both when the conversation is complete.
Quiblet’s CSV importer reads Name, Email, Company, Title, Phone, and Notes. Follow-up Date and Next Action are spreadsheet columns. Add a task in Quiblet to track that next step after importing.
Three follow-up emails you can adapt
After sending a quote
Hi [Name], I’m following up on the quote for [project]. You mentioned [priority]. Does the proposed [scope or timing] still work for you?
If anything has changed, I can update the quote.
After a meeting
Hi [Name], thanks for meeting today. We agreed to [next step]. I’ll send [deliverable] by [date].
Could you confirm [one detail] so I can get started?
Quiblet CRM early access
The app is under construction. Email Quiblet about early access and launch discounts.