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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
readywhen is a cloud-based AI assistant designed specifically for small businesses led by owners, facilitating the management of both customer and internal commitments seamlessly. By integrating with popular platforms like Gmail, Google Calendar, Google Meet, Slack, and Notion, it effectively identifies promises, decisions, follow-ups, and deadlines embedded within messages, meeting notes, and various documents. This service creates a comprehensive context surrounding customers, suppliers, ongoing tasks, and previous interactions, while also presenting users with priorities, reminders, and recommended next steps to enhance productivity. Additionally, it can generate drafts for replies, follow-up messages, quotes, and invoice reminders for user review, ensuring that actions await user consent before being executed. A dedicated workspace application offers a centralized location for users to monitor tasks that are due, in progress, or pending approval. Aimed at small business operators, readywhen enhances coordination across familiar email, calendar, chat, meeting, and document tools without necessitating any replacements of those existing platforms, making it a valuable ally for business owners striving for efficiency. Ultimately, readywhen empowers entrepreneurs by streamlining their processes and improving engagement with clients and colleagues alike.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Asana
No
Fathom
No
Gmail
No
Google Calendar
No
Google Docs
No
Google Meet
No
Granola
No
HubSpot CRM
No
Notion
No
Slack
No
Integrations
Asana
Yes
Fathom
Yes
Gmail
Yes
Google Calendar
Yes
Google Docs
Yes
Google Meet
Yes
Granola
Yes
HubSpot CRM
Yes
Notion
Yes
Slack
Yes
Pricing Details
$79/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$0
Free and unlimited during the beta; no credit card is required.
Free Trial
No
Free Version
Yes
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
readywhen
Founded
2020
Country
United Kingdom
Website
readywhen.ai/
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
