Lead & Quote Management Software

With RemoteWorkr's Lead & Quote Modules, you can streamline your sales process, improve customer communication, and increase efficiency in converting leads into jobs.

Record Leads

Capture potential sales opportunities by creating records of basic customer information within the Leads section. Take note of their interests and requirements to follow up and maximise conversion rates.

Convert Leads to Quotes

When a lead shows interest in your services, seamlessly convert their lead into a formal quote. Easily transfer their information and preferences from the Leads section to create a detailed quote that aligns with their needs and expectations.

Create Quotes

Create professional quotes with ease using RemoteWorkr's intuitive interface. Include all necessary details, such as services, materials, and pricing, to create a quote that is ready to send to your potential customer.

Send Quotes to Customers

Effortlessly send a quote document directly to a customer at the click of a button. Provide them with a clear overview of the proposed job and pricing, making it easy for them to review and make a final decision.

Convert Quote to Job

When the customer accepts the quote, you can convert it directly into a job within RemoteWorkr. Transfer all relevant information and details from the quote, ensuring a smooth transition from quote to job completion.

Ready to streamline your sales process and convert more leads into jobs? Take control of your sales pipeline and drive growth for your business.

Request a Demo Today

Interested in transforming your workflow? Ready to see it in action? Just leave your email below—we’ll be in touch to share all the details and arrange a personalised demo.

created by
© 2024, Bespoke CMS

Something went wrong

Unfortunately your form submission did not go through, please try again or get into contact with us on 01202 684400

Maybe our FAQs can help in the meantime