Capture free-estimate leads for consumer services sales reps

Sales reps miss free-estimate form leads, letting qualified prospects go cold and costing booked jobs. Turn each submission into a CRM prospect so reps get full contact and job details for follow-up.

Overview

Estimate requests that sit unread cost booked jobs for consumer services businesses. This workflow turns every free-estimate submission into a CRM prospect with full job and contact details and alerts sales reps so follow-up happens before prospects go cold, preventing missed bookings.

Notable Features

Create CRM prospect records from submissions
Attach full contact and job details
Notify sales reps for prioritized follow-up