Key Features

• Instant Quotes: Send quotes to clients in-person, on the phone or from the website. Upsell by including additional services in quotes. 
• Follow-Ups: Ensure client retention with automated reminders for follow-ups. Send emails, texts, postcard mailings and gifts to customers. 
• Scheduling: Customers can schedule services according to staff availability. 
• Integrations: Integrate with Google products to schedule tasks and send emails. Connect with existing CRMs and other third-party solutions like Jobber, Housecall Pro, The Customer Factor, Zapier and Service Monster. 
• Proposals: Create elaborate sales pitches and video proposals. 
• Lead Management: Organize and track all leads, and share links to quotes with prospective clients. 
• Customizations: Get tailor-made, brand-centric modules. Adjust services offered, pricing strategies and content. 
• Reporting: Monitor closing rates, average ticket prices, high-performing lead sources and more. 
• Mobile: Close jobs on-site through on-the-go access provided natively for mobile web browsers. 
• Pricing: Set discounts, upcharges and specific prices on services. 

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