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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Upload your leads and begin making calls using either your own phone numbers or ours via the sales dialer. Our platform includes essential features such as a professional IVR, call recording, and live agent monitoring right from the start, with no need for downloads or additional plugins. Text messages also elicit responses, allowing you to send individual messages or utilize SMS templates for efficient lead follow-ups. You can upload and assign leads to agents, facilitating ongoing calls aligned with specific campaigns and lead sources. Automatically progress through your call lists with sequential dialing to maximize efficiency. By employing call queues, agents receive the most relevant leads and follow-ups effortlessly. We have addressed the challenge of agents not knowing their next call by streamlining the process. Furthermore, agents can swiftly update a lead's status, make notes, schedule follow-ups, and even send tailored emails or text messages during their conversations, enhancing communication and lead management. This comprehensive approach ensures that agents are equipped with all the tools they need to effectively engage with prospects.

Description

QuoteLasso is an online tool designed specifically for small contractors such as roofers, painters, remodelers, and landscapers to effectively manage follow-ups on their estimates. Users have the flexibility to send an estimate email by forwarding it or using the BCC option, manually inputting the estimate details, or even importing them through a CSV file. The platform creates a predefined follow-up sequence consisting of three reminder messages that are sent at intervals of 2, 5, and 10 days after the estimate is dispatched, but users can also personalize the message templates and opt to send messages manually if they prefer not to use the automatic delivery feature. With paid subscriptions and during a 14-day trial period, users can set follow-ups to occur automatically. Upon receiving a response from a customer, QuoteLasso ensures the reply is forwarded to the user's inbox and halts any further scheduled follow-ups. Each follow-up email is equipped with an opt-out link for customer convenience. Unlike conventional CRM systems that focus on pipelines and extensive reporting, QuoteLasso is dedicated solely to enhancing the estimate follow-up process for small contractors, ensuring they stay connected with potential clients without unnecessary complexities. This targeted approach allows contractors to maintain efficient communication and ultimately increases their chances of securing projects.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Pricing Details

$79/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CRMDialer

Founded

2018

Country

United States

Website

www.crmdialer.com

Vendor Details

Company Name

QuoteLasso

Country

United States

Website

quotelasso.com

Product Features

Auto Dialer

Call Center Management No 
Call Recording No 
Call Reporting No 
Call Scripting No 
Lead Management No 
Power Dialer No 
Predictive Dialer No 
Preview Dialer No 
Progressive Dialer No 
Surveys No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Alternatives

Alternatives

No Alternatives
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