Smarter quoting and follow-up

Why do visitors abandon your online quote form? Review drop-off by step and device, then improve the right part of your form.

Updating supplier prices prevents outdated costs in your quotes and protects your margin. Learn how to manage price rules centrally.

Let visitors save a configurator so they can return later with their measurements, choices and price still in place. See how it works.

Automatic invoice numbering prevents duplicate numbers and gaps in your records. See how to keep your invoice sequence under control.

Need to create a credit note after an invoice error? Correct it in full or in part and keep your numbering and VAT records clear.

Send a quote in German? Let forms, confirmations, quotes and invoices follow your customer's language for a more professional experience.

Set CRM user permissions to give employees the access they need while protecting customer data, margins and purchase prices.

Want to add a configurator to your website? Choose one product, set price rules and add your form as a page or widget.

Calculate profit margin per job by comparing cost and selling prices per line, and see which quotes and choices really make money.

A WhatsApp AI agent keeps customer contact going after hours, books appointments and hands sensitive questions to your team in time.

A website chat widget lets hesitant visitors ask questions quickly. Find out when it works and how to keep conversations organised.

Reduce email back-and-forth with leads by asking for measurements, materials and options step by step. Handle enquiries faster and more fully.

Keep email, chat and WhatsApp together with a shared inbox for customer communication, so no question is missed and your team can take over quickly.

Restrict access to cost prices without holding your team back. Set up practical roles and permissions so staff only see what they need.

Record job completion clearly with a signed work order, photos and a timestamp. Keep evidence and reduce disputes later on.

Give a clear website price estimate based on customer choices and explain what is assessed after measuring up. Avoid quote surprises.

Lead source tracking shows which campaigns generate jobs. Record sources properly and allocate your time and ad budget more effectively.

Quote not opened and no response? Learn the difference between sent and viewed quotes, follow up effectively and avoid missed opportunities.

Want to automate customer service with AI without customers getting stuck? Decide what an AI agent does and when a colleague takes over.

Create a quote request form without a long questionnaire. Use five price-driving questions, short steps and reduce form drop-off.

Convert a quote to an invoice without retyping? Carry over line items, VAT and customer details to avoid discrepancies. See how it works.

Save a configuration to give hesitant visitors time to compare and discuss their choices without having to fill everything in again.

Set up new lead automation: send a confirmation, create tasks and give important enquiries immediate attention. See the approach.

Quote viewed but no response? See which quote status needs follow-up, when to call and how to combine it with a reminder.

Want to automate quote follow-up without separate lists? Set up reminders and tasks in three steps, so no quote gets left behind.

Handling inquiries during peak season without extra office work? Keep pricing, confirmations and follow-up moving so you stay in control.

A 3D configurator for custom products lets customers see sizes, colours and options live, helping them choose with more confidence.

Want to avoid calculation errors in quotations? Manage prices centrally, check for changes and create quotations more quickly without using separate Excel files.

Prevent double bookings by connecting Google Calendar to your schedule. Keep busy times blocked and let customers book available slots only.

Create an installment invoice for a large project. Split payments into a deposit, start invoice and final invoice, and track outstanding amounts.

Want to use a pipeline board to keep track of quotes and ongoing opportunities in a clear and organised way? See which processes have stalled and plan ahead more effectively.

Too many separate systems waste time and lead to data being entered twice. Make client work more organised with a streamlined approach. Find out how.

Want to draw up a professional quote? Make it clear what’s included in your price, with clear guidelines, your corporate identity and explanations. That way, you can make a fairer comparison.

Want to measure Facebook adverts against turnover? Link clicks, enquiries, quotes and jobs won. That way, you can see which campaigns actually bring in customers.

Haven’t received a quote? Send your quote as a personalised link, check whether the customer has viewed it, and take targeted action if they haven’t.

What is a pipeline and when do you need one? Keep track of quotations and sales opportunities in a clear and organised way, and identify where follow-up is required.

Want to respond quickly to customer enquiries, even when you’re off sick or on holiday? Keep conversations, quotes and appointments organised by customer. That way, every team member can help straight away.

Comparing paper and digital work orders? Find out what’s changing in terms of hours, materials, evidence, handover and on-site invoicing.

Want to set up automatic payment reminders? Use due dates, friendly follow-ups and tasks for outstanding invoices. Here’s how to get started.

Accepting a quote online makes it easy to give your approval on your phone or laptop. See how your quote is converted into an invoice or work order.

Want to create a VAT summary without having to add up individual invoices? Make sure you record your rates accurately, check credit notes and export the data quickly for your VAT return.

Delaying your response to enquiries costs you opportunities. Ensure you set up a notification system, have all the necessary details to hand and provide immediate confirmation, so you can follow up more quickly.

Want to manage maintenance contracts without keeping separate lists? Schedule service visits for each customer and prepare work orders in good time. That way, you’ll stay on top of things.

Having customer information in one place prevents the need to search for details, avoids mistakes and stops customers having to repeat themselves. Find out how to maintain a clear overview straight away.

Want to get more enquiries via your website? First, give visitors an idea of the price and options available, so that they approach you with a specific enquiry.

Want to prevent no-shows? Confirm appointments, send a reminder in good time and let customers choose for themselves. That way, you’ll minimise wasted journeys. Find out how.

WhatsApp Linking Business ensures that conversations appear in a shared inbox and on the customer profile. This allows your team to take over from there.

Are your customers paying late? Make payments easier with a clear due date, a payment button and timely invoice reminders. Find out how.

Google Ads omzet meten? Koppel advertentiekliks aan leads, offertes en gewonnen klussen. Zo stuur je budget op echte opdrachten. Lees hoe.

Allowing customers to book their own appointments reduces email correspondence and speeds up your first consultation. Set up times, appointment types and confirmations wisely.

Managing customer data centrally means customers don’t have to repeat themselves. Keep conversations, quotes and appointments in one place and work more efficiently.

Want to check your pricing matrix without having to search through it manually? Set up all the combinations and identify any missing pricing rules before you go live.

‘Price on request’ puts off visitors who are just browsing. Learn how to provide a fair price estimate on your website and attract more enquiries.

With a digital work order, you can record hours, materials, photos and a signature on site. That way, nothing gets overlooked. Find out how it works.

Convert your Excel price list into an online price calculation tool. Import prices, create pricing rules and check for missing combinations.

Want to cut down on admin? Record your hours and materials on the work order, then create a draft invoice without having to retype anything. See how it works.

Want to follow up on quotes without keeping separate lists? See which quotes have been viewed and set up reminders and tasks for regular follow-ups.