Business owners: capture quotes into CRM for fast follow-up
Business owners: capture quotes into CRM for fast follow-up
Business owners send service quotes that leave prospects untracked, letting follow-ups slip and estimates turn into lost jobs. Capture contacts and quote value into your CRM so sales reps follow up.
Overview
When quotes don't create CRM leads, booked jobs slip through and revenue is at risk. This workflow makes every sent quote become a prospect with quote value in your CRM, giving sales reps a clear follow-up queue so response times drop and missed follow-ups are eliminated.
Notable Features
- Create CRM prospects from sent quotes
- Attach quoted value to contact
- Notify sales reps of new leads