Stop chasing quotes and payments manually.
Clarix builds automated follow-up systems that send reminders, create tasks, and escalate unpaid invoices — so your team focuses on new business, not tracking down money you've already earned.
Most quotes die because nobody followed up.
- 01Quotes go cold — You send a quote, get busy, forget to follow up, and the job goes to whoever called back first.
- 02Invoice chasing eats your afternoon — You or your office manager spend hours every week sending "just checking in" emails to clients who owe money.
- 03No system, only memory — Follow-up happens when someone remembers to do it. That is not a system — that is luck.
- 04Late payments hurt cash flow — The average service business has 30–60 days of revenue sitting in unpaid invoices. That is your capital, tied up.
- 05Approved quotes do not move forward — Sometimes a client says yes but never signs. Nothing moves until someone follows up. No one follows up.
“I had $47,000 in outstanding invoices last quarter. Not because clients refused to pay — because no one was following up consistently.”
A follow-up system that never forgets.
Four automations that keep every quote and invoice moving — without anyone having to remember.
Automated quote follow-up sequences
When a quote is sent, Clarix starts a timed sequence automatically: a check-in email on day 3, a follow-up on day 7, a task assigned to your sales person on day 10, and a final outreach on day 14. Nothing slips.
Invoice payment reminders — automatic
Invoices approaching due date get a friendly reminder. Invoices past due get escalating follow-ups — email, then task, then alert to your billing manager. Customize the tone, timing, and escalation rules.
Quote and invoice pipeline dashboard
A single live view showing every open quote, its age, its status, and what follow-up action is next. Every outstanding invoice, its due date, and its payment status. Your entire revenue pipeline in one screen.
CRM and QuickBooks integration
Clarix connects your follow-up system to your CRM and QuickBooks. When a quote converts, the job is created. When an invoice is paid, QuickBooks is updated. Every step flows automatically.
Built for anyone who sends quotes and invoices.
Plumbers, roofers, electricians, and landscapers sending 10–50 quotes per month who cannot afford to manually track every single one.
Dental offices, med spas, and wellness clinics managing treatment plan approvals, co-pay collection, and insurance follow-up.
Travel companies managing deposit collection, balance reminders, and proposal follow-up across dozens of open bookings.
Your revenue should not depend on someone remembering to follow up.
Book a free 30-minute audit. We'll calculate how much revenue is sitting in open quotes and unpaid invoices right now — and show you what an automated follow-up system would change.
Free Consultation