From enquiry to quote
We gather enquiries from your website, email and chat apps into your CRM or one shared sheet, and draft a reply and a quote for each from your price list, ready to send with one click. Every enquiry is also counted in Google Analytics and your ads, so they learn which clicks become paying customers.
Every message in one list
Enquiries arrive everywhere: the website form, email, WhatsApp, Instagram, a phone call. Lead management automation gathers them into one list, where each gets an owner, a reply and a quote, and the follow-up happens on time because the list shows what is waiting.
From message to quote
- Capture: every enquiry lands in your CRM or a Google Sheet, WhatsApp leads included, with its source and the customer’s details.
- Draft: a reply and a quote are drafted from your price list and the details given.
- Approve: a person checks the draft and sends it with one click.
- Follow up: reminders go out if a quote sits unanswered.
- Count: each won job is reported back to Google Analytics and your ad platforms.
| Source | Captured as |
|---|---|
| Website form | A new lead with the page it came from |
| WhatsApp and Instagram | A lead with the chat attached |
| A lead with the message and attachments | |
| Phone call | A lead logged with call notes |
- Makeconnectors
- Zapierconnectors
- WhatsAppchat capture
- Google Analyticsconversions
- Google Adsad results
Ads that bring the enquiries run through Paid ad campaigns.
Included
- Enquiries from forms, email and chat apps in one place
- Replies drafted in your tone
- Quotes and invoices made from your price list
- Payment details and links on every invoice
- Follow-up reminders for open enquiries
- Every enquiry counted in Google Analytics, Google Ads and Meta
- Integration with your CRM, accounting and more
- Built on Google Sheets, Gmail, Make, Zapier and more
