Sales
From the first enquiry to a signed quote, agents answer, price and follow up, so more quotes turn into jobs.
| The job | Today | With CanopyBay |
|---|---|---|
| A quote request | Days to visit, measure and type up a quote. | A draft quote from photos and your rates, ready the same day. |
| Open quotes | Forgotten after a week. | Follow-ups are drafted on day 3 and day 7. |
| A lead on WhatsApp at night | Answered the next day. | A reply with a site-visit slot is ready in minutes. |
| Reviews | Never asked for. | A review request goes out when a job closes well. |
3 Sales modules
- Lead inbox
- WhatsApp, web forms, calls and referrals in one inbox.
- Quotation builder
- Quotes from site photos, notes and your price list.
- Follow-ups and reviews
- Polite nudges on open quotes, and review requests when jobs close.