Consumer services COOs: ensure estimates reach customers quickly

Sales reps at consumer services firms lose prospects when estimate links get buried in email, risking lost deals. Trigger an SMS with the estimate link so customers get it and reps act faster.

Overview

Estimate links that never reach prospects cost momentum and deals. This workflow sends an SMS with the estimate link the moment a proposal is sent, eliminating missed deliveries and keeping reps in front of engaged prospects. The result is faster review cycles and far fewer missed follow-ups.

Notable Features

Send SMS estimate links instantly
Lookup customer phone before sending
Log sent estimates to CRM