How an installation company cut quoting time from 2h to 20 minutes

Every quote required tens of minutes of work: a call to the client for details, manual calculations in Excel, sending a PDF by email. With a dozen inquiries a day, sales reps spent over two hours daily just on quotes.

The CRM was updated irregularly - there wasn't time. Leads without a follow-up within 48 hours practically stopped responding. The company was losing contracts not because they were more expensive, but because they responded too slowly.

Implementation of an interactive quote calculator on the company's website. Clients select the service type, area, finish standard, and other parameters - the system generates an estimated quote in real time and a contact form. No sales rep involvement at this stage.

Every form submission automatically creates a CRM record with full data, assigns a task to the sales rep, and triggers a follow-up sequence: email after 2h, SMS after 24h, email after 72h. The rep receives a push notification with context - what the client selected in the calculator and the estimated value of the potential job.

Quote preparation time dropped from 2 hours to 20 minutes - because most data is already in the system. The inquiry-to-contract conversion rate increased by 25%, because no lead slips through a missed follow-up. Sales reps finally do what they do best: talk to clients and close deals.