[ Your functions · Sales & customers ]
Sales & customers
No customer slips away any more.
How many quotes are sitting unanswered in your inbox? How many customers have quietly left for want of a follow-up? Here, each of these oversights has a dedicated agent — which keeps watch, follows up and collects for you, day and night.
You stay in charge of every email that goes out: CERVOX prepares, you approve. Nothing is sent in your name without your agreement, and your customer data is hosted in France.
And when the case gets complicated — a tender, a dispute, a strategic customer to win back — CERVOX does not shy away: it assembles the file, proposes the strategy, drafts the deliverable. Hover over each card: you will see the work already done.
Hover over a card: it flips over and reveals the work already done. The requests are translated here for readability; in CERVOX, you make them in French.
Prospecting
Which LinkedIn prospects should I target this week for my offer?
On request
Answer
42 profiles matching your ideal customer identified, ranked by potential. Sequence of 4 personalised messages ready to copy and paste.
Sequence + list
CERVOX
Qualification
Is this new lead worth dealing with right now?
Automatic · For every lead
Answer
Lead qualified 8.5/10: budget confirmed, decision-maker identified, urgent need. High priority — qualification sheet passed on for follow-up.
Lead sheet
CERVOX
Quote follow-up
I sent a quote 5 days ago, still nothing.
Automatic · Event-driven
Answer
Follow-up drafted and scheduled. Subject, body and tone adapted to the customer. Awaiting your approval before sending.
Email ready
CERVOX
Debt collection
This invoice has been unpaid for 3 weeks.
Automatic · Event-driven
Answer
3-level reminder sequence prepared (polite reminder → firm → formal notice). Level 1 ready, amount and due date checked.
Email + letter
CERVOX
Reactivation
Which customers haven’t ordered anything in 6 months?
Automatic · Monthly
Answer
17 dormant customers detected, historical value calculated. Personalised reactivation message for each customer, return offer suggested.
List + emails
CERVOX
Express quote
Make me a quote for 3 days of services at €650/day.
On request
Answer
Complete PDF quote generated in 30 s: customer header, detailed lines, VAT, terms and conditions, legal notices. Ready to approve and send.
PDF quote
CERVOX
Nurturing
How do I keep in touch with prospects who aren’t ready yet?
Automatic · Event-driven
Answer
Sequence of 5 value-driven emails scheduled over 6 weeks, adapted to their sector. Each message educates without selling.
Email sequence
CERVOX
NPS satisfaction
Are my customers happy at the moment?
Automatic · Monthly
Answer
NPS for the month: 62 (excellent). 3 promoters to ask for a review, 1 detractor to call back as a priority — contact details attached.
NPS report
CERVOX
Proposals
Draft a sales proposal for this major customer.
On request
Answer
Structured proposal generated: context, solution, schedule, pricing, guarantees. Arguments adapted to the challenges they expressed.
PDF proposal
CERVOX
Contract tracking
Which customer contracts are coming up for renewal soon?
Automatic · Monthly
Answer
4 contracts expire within 60 days. Renewals to anticipate, current terms recalled, follow-ups proposed.
Expiry table
CERVOX
Email assistant
Sort my emails, I’m swamped this morning.
Automatic · Daily
Answer
12 emails processed: 3 urgent identified, 5 suggested replies ready, 4 archived. A 4-line brief — you decide what matters.
Email brief
CERVOX
Meeting report
I’ve just come out of a customer meeting, here’s my voice note.
On request
Answer
Structured report drafted from your voice note: key points, commitments made, next steps, dated follow-up. Ready to archive.
Report + tasks
CERVOX
Customer anniversaries
Are there any opportunities to get back in touch with my customers?
Automatic · Monthly
Answer
3 customers celebrate 1 year of working together this month. Personalised thank-you message prepared — a gesture that builds loyalty without selling anything.
Emails
CERVOX
Smart upsell
Which customers could I move up to a higher offer?
Automatic · Quarterly
Answer
5 customers with the ideal profile for your premium offer detected (usage, seniority, budget). Upsell arguments ready for each customer.
List + script
CERVOX
Online reviews
How can I collect more Google reviews?
Automatic · Monthly
Answer
The month’s 6 most satisfied customers identified. Personalised review request sent at the right moment, direct link included.
Emails
CERVOX
Churn detection
Is a customer at risk of leaving?
Automatic · Weekly
Answer
Weak signal detected: this customer has cut orders by 40% in 2 months. Retention plan proposed — act before they leave.
Alert + plan
CERVOX
Tender response
Help me respond to this tender.
On request
Answer
Response outline pre-filled from your references: criteria analysed, strengths highlighted, documents to attach listed.
Tender file
CERVOX
Prospecting tracking
Where does my pipeline stand this week?
Automatic · Weekly
Answer
18 active prospects: 4 hot ones to follow up today, 7 pending, 3 to requalify. Next recommended action for each one.
Pipeline table
CERVOX
Cross-sell
What else can I sell to my recent customers?
Automatic · Monthly
Answer
Natural add-on identified for 9 recent orders. Related product/service suggestion, accompanying message ready.
List + emails
CERVOX
Referrals
How do I get word of mouth going?
On request
Answer
8 promoter customers ideal for a referral. Referral offer designed, personalised invitation message prepared.
Campaign
CERVOX
Basket / multiple quote follow-up
I have 6 quotes pending, which ones should I chase?
Automatic · Weekly
Answer
The 6 quotes prioritised by likelihood of signature and amount. Tailored follow-up ready for each one, best time to send indicated.
6 emails
CERVOX
Meeting preparation
I have an important meeting tomorrow, get me ready.
Automatic · Event-driven
Answer
Complete meeting sheet: customer history, ongoing files, latest exchanges, points to raise, suggested objectives.
Meeting sheet
CERVOX
Key account watch
What is happening at my biggest customers?
Automatic · Weekly
Answer
News detected at 3 strategic accounts (fundraising, recruitment, expansion). Sales approach angle suggested.
Watch brief
CERVOX
Customer relationship review
Review my relationship with this customer.
On request
Answer
360° review: revenue generated, history, satisfaction, unpaid invoices, open opportunities. Recommendation: an account to look after, +30% potential.
Customer report
CERVOX
[ And this is only a glimpse ]
These are just a few examples. Whatever your case — a forgotten follow-up, a quote with no reply, a dormant customer, an opportunity to seize — CERVOX has an agent for it. It covers your entire customer relationship, without exception.
CERVOX handles every scenario: it automates day-to-day work as well as the most complex situations, the ones you thought were impossible to delegate. Describe yours, and it takes it on.
[ Your functions ]
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