Add estimate recipients to your contact list for follow-up

Your estimates in project software often lack contact records, leaving follow-up untracked and bids unconverted. Capture recipients as contacts and tag them for nurture so you can follow up same day.

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Overview

Estimate recipients frequently never make it into your contact system, so leads cool before anyone reaches out. This workflow captures those recipients as contacts and tags them for nurture, enabling your office to follow up same day and increase bid-to-job conversions.