Keep sales estimates centralized for business owners

Business owners miss estimates in accounting, letting quotes fall through the cracks and deals stall. Copy each estimate into your sales database so reps follow up within minutes.

Overview

Estimates left in accounting create follow-up gaps that hurt revenue and pipeline clarity. This workflow ensures every new estimate appears in the sales database and alerts reps, so follow-ups happen reliably and response times drop dramatically.

Notable Features

Create centralized estimate records
Match estimates to customer records
Notify assigned sales reps instantly