Project managers capture and respond to new requests fast
Project managers capture and respond to new requests fast
Project managers miss new request emails with customer details, costing onsite estimate bookings and stalling project starts. Route inquiries to sales so reps receive contact details and prospects get a scheduling offer.
Overview
Project managers lose onsite estimate bookings when new-request emails get buried, stalling project starts and harming client experience. This workflow captures inquiries, pushes contact details to your CRM, and offers prospects a scheduling option so reps respond faster and missed follow-ups are eliminated.
Notable Features
- Capture new request contact details
- Send prospects a scheduling offer
- Notify reps with lead details