Business owners confirm quote requests via SMS and prioritize follow-up
Business owners confirm quote requests via SMS and prioritize follow-up
Business owners lose vehicle and service info from quote forms, causing wrong estimates and stalled follow-up. SMS confirms details with requestors and alerts sales to prioritize follow-up.
Overview
Missing vehicle or service details from quote forms stalls sales and leads to inaccurate estimates. This flow sends SMS confirmations to requestors and alerts sales reps, ensuring quotes are accurate and follow-up is prioritized so manual guesswork is eliminated.
Notable Features
- Confirm request details via SMS
- Notify sales reps with summary
- Create quote-ready contact in CRM