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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.
Description
SmartFlowPros is an innovative cloud-based platform designed for email outreach and follow-up, catering specifically to the needs of recruiters, staffing agencies, small sales teams, and various organizations. It seamlessly integrates with Microsoft 365 and Gmail/Google Workspace, enabling users to craft personalized and multi-step email sequences directly from their inboxes. The platform allows for the creation of AI-enhanced email content, the ability to import contacts through CSV files, and the scheduling of follow-ups, while also providing tools to track email opens, replies, and bounce rates. Users benefit from the feature that halts future messages automatically when a recipient interacts by replying or if a message bounces back. Additionally, SmartFlowPros offers a dedicated reply inbox that suggests AI-powered drafts, along with features for warming up emails, checking deliverability, and facilitating team collaboration through workflows. Documentation for CRM synchronization is available for popular platforms like HubSpot, Salesforce, and Pipedrive, and it supports scheduling through Calendly. The platform is particularly useful for various recruiting tasks such as candidate follow-ups and interview notifications, but it also serves effectively for client and prospect outreach initiatives. Accessible via a web application, SmartFlowPros equips users with a comprehensive toolkit for enhancing their email communication strategies.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Calendly
No
Gmail
No
HubSpot CRM
No
Microsoft 365
No
Pipedrive
No
Salesforce
No
Integrations
Calendly
Yes
Gmail
Yes
HubSpot CRM
Yes
Microsoft 365
Yes
Pipedrive
Yes
Salesforce
Yes
Pricing Details
$79/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$49/user/month
Classic is $49 per user per month and includes a 500-email daily limit. Smart is $89 per user per month and includes unlimited sending, AI flow editing, reply drafts, and A/B testing. A 14-day free trial is available without a credit card.
Free Trial
Yes
Free Version
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
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
No
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
QuoteLasso
Country
United States
Website
quotelasso.com
Vendor Details
Company Name
SmartFlowPros
Country
United States
Website
smartflowpros.com
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
Product Features
Alternatives
No Alternatives
