WHO THIS IS FOR
Quote-driven Canadian businesses — contractors, manufacturers, dealers — where estimates go out and whether anyone follows up depends on a salesperson remembering to.
THE BOTTLENECK
Quotes sent with no systematic follow-up is one of the most common revenue leaks in quote-driven businesses — not because the quote was wrong, but because nobody chased it.
THE SMALLEST USEFUL BUILD
Automated, sequenced follow-up on every open quote until it closes or dies honestly — no manual tracking, no quote falling out of sight because the salesperson got busy. Built on the CRM and quoting tools already in use.
WHAT CHANGES
- →Every open quote gets chased — not just the ones someone remembers
- →Quotes close or get honestly marked dead — not left in limbo
- →Follow-up stops depending on any one person's memory
FAQ
Do I need to replace my CRM?
No. This is built on the CRM and quoting tools you already use.
How do I find out what this would cost for us?
Start with the free 20-minute review — it's the fastest way to get a specific answer instead of a generic one.