SSF Chat Connect Follow-up & Quotes

SSF Chat Connect Follow-up & Quotes with prominent WhatsApp imagery — product icon
Enquiries & sales workflow
SSF Chat Connect Follow-up & Quotes

Turn an enquiry into a clear next step.

Keep private follow-up tasks and prepare reviewed quotation drafts inside WordPress. Track the next action, check each figure and print a customer-safe report when you are ready.

Manual follow-up queueReviewed quotationsNo automatic sending

Free local tools · No AI, API key or subscription required

SSF Chat Connect Follow-up & Quotes with prominent WhatsApp imagery — Free and Pro illustrative product artwork

Choose the workflow that fits your team

FREE

A useful place to start

  • Create administrator-managed private records with customer name/email, operator notes, open/waiting/done state and due date.
  • Prepare a single-item quotation with currency, validity and terms using exact two-decimal arithmetic.
  • Open a printable HTML customer report that excludes private operator notes; use the browser’s Print / Save as PDF.
  • Use manual tasks independently of Chat Connect, with WordPress privacy export/erasure support for stored contact records.
SEPARATE PRO ADD-ON

More control for reviewed work

  • Assign the SSF Follow-up Operator role and individual records; staff can access only their assigned records.
  • Work from a manual due/overdue/waiting queue and export the latest 100 visible records as scoped CSV.
  • Prepare up to 20 quotation lines, with separately entered freight, insurance, tax and other charges.
  • Retain up to 20 previous private versions and administrator-review a snapshot of an existing SSF Chat Connect Pro enquiry, without changing its source stage.
These plans cover Follow-up & Quotes only. Existing SSF Chat Connect Pro and multilingual-module offers are separate and are not changed here.

Free and Pro at a glance

SSF Chat Connect Follow-up & Quotes 0.1.0 — current feature scope
WorkflowFreePro add-on
Private manual tasksAdministrator workspaceAssigned staff workspace
Quote linesOne itemUp to 20 items
Printable reportBrowser Print / Save as PDFIncluded
Private notes excluded from reportIncludedIncluded
Separate manual charges—Freight, insurance, tax, other
Record versions and scoped CSV—20 previous versions; latest 100 visible records
Existing Chat Connect Pro enquiry link—Reviewed snapshot; source unchanged

Introductory Pro plans

Introductory prices for this separate add-on. Free remains available without payment.

US$29
1 website

One year of updates & support
One payment · Manual renewal

US$79
5 websites

One year of updates & support
One payment · Manual renewal

US$149
20 websites

One year of updates & support
One payment · Manual renewal

One payment includes one year of updates and support, manual renewal and manual update delivery. No automatic renewal. Installed local tools keep working; GPL rights do not expire.

Pro purchase availability

Pro checkout is currently closed. For product or agency questions, email sales@ssfllc.com.

Install, review and use

Before installation

  • WordPress 6.4+ and PHP 8.1+. Free is useful without SSF Chat Connect or any external service.
  • Pro requires Follow-up & Quotes Free 0.1.0. Existing-enquiry linking additionally needs the separate SSF Chat Connect Pro product.
  • Only trusted administrators/operators should receive access to private customer notes and quotation drafts.

Your first workflow

  1. Back up your site, install Free and open Tools → SSF Follow-up & Quotes.
  2. Create a synthetic task and quotation, review figures/terms, then check the private print report before real use.
  3. Keep Free active when adding Pro. Assign operators and records deliberately; review the complete quotation before manually sharing it.

Know exactly what the tools cover

  • This workspace sends no WhatsApp message or email, creates no public share link and does not generate a server-side PDF attachment. Sharing a reviewed report is a separate human action.
  • Prices, stock, tax, freight, insurance, exchange rates and customer terms must be entered and verified by your team. A draft is not an order, acceptance or proof of sale.
  • The Pro queue/report covers the latest 100 visible records, with up to 20 item lines and 20 previous versions per record.
  • Chat Connect Pro is needed only for its optional existing-enquiry snapshot link. There is no licence/order verification, payment processing, multi-site customer database or automated reminder service.

Your data, retention and access

Customer details, tasks, notes, drafts and versions remain in a non-public WordPress post type on your site. WordPress privacy export/erasure covers stored records/versions; Trash removes records from the active workspace. Deactivation/uninstall retain data and custom role definitions. The site owner controls retention, backups, staff access and sharing. No uploads, telemetry or external translation service is involved.

These local tools do not require AI or a third-party processing account. Your website owner remains responsible for access, backups, privacy notices and appropriate retention.

Need help choosing or getting started?

Software support, licence assistance, refunds and privacy enquiries: support@ssfllc.com.

Product sales and agency enquiries: sales@ssfllc.com.

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