Lead records
Store customer information, service address, requested work, source, assigned team member, notes, and expected value.
Product features
A practical CRM built around the quote.
QuotesLead gives small home-service teams a clean system for moving every inquiry toward a decision, without the overhead of a large sales platform.
Quote tracking
Record quote amount, date, status, service description, and whether the customer accepted, declined, or needs another follow-up.
Follow-up queue
Separate overdue, due-today, upcoming, and unscheduled opportunities so important jobs do not disappear.
Visual pipeline
See new leads, contacted prospects, quote-needed jobs, sent quotes, follow-ups, wins, and losses at a glance.
Notes and activity
Keep a chronological history of calls, texts, stage changes, quote updates, and important customer details.
Focused reports
Measure leads, quotes sent, win rate, open pipeline value, lead sources, and common reasons work is lost.
Designed for speed, not configuration
QuotesLead starts with a sensible home-service workflow. Your team can begin adding leads immediately instead of deciding how to configure dozens of modules, fields, automations, and permissions.
Quick actions from each lead
- Call, text, or email using your device
- Add a note or next action
- Schedule, complete, or reschedule a follow-up
- Update quote details
- Move the opportunity to another stage
- Mark the job won or lost
Daily dashboard
Your dashboard emphasizes the work requiring attention now: uncontacted leads, overdue follow-ups, quotes awaiting response, upcoming appointments, and recently won jobs.