Agency owners reach estimate submitters while interest is hot
Agency owners reach estimate submitters while interest is hot
Agency owners lose hot estimate leads when forms sit unread, missing booked projects. This workflow triggers outbound contact, ensuring sales start outreach before interest cools.
Overview
Agency owners lose projects when estimate leads cool and go unread. This workflow routes every estimate submission into your CRM and kicks off outbound contact so sales start outreach before interest fades, preventing missed appointments and follow-ups.
Notable Features
- Capture estimate leads instantly
- Create CRM lead and task
- Notify sales reps via SMS or Slack