Lead & Quote Management
Import your leads and quotes into one organized workspace, so every estimate and inquiry is captured and ready for follow-up instead of slipping through the cracks.
Streamlined follow-up from the moment a lead arrives.
tidal-estimate
by
Rajesh Reddy Guthikonda
Rajesh Reddy GuthikondaEstimate follow-up tracker Remodelers, HVAC installers, roofers, photographers, cleaning companies Small service businesses routinely send quotes and then fail to follow up consistently; this is revenue leakage rather than a “nice-to-have.” Import leads/quotes, automate follow-ups, track reasons for lost deals, and show recovered pipeline; $59–199/month
Comments (0)
Sign in to leave a comment
Architecture
No Services Diagrams Yet
Lead & quote follow-up automation
Never lose a lead to a missed follow-up.
Tidal-Estimate helps small service businesses import leads and quotes, automate follow-ups, and track lost deals to recover pipeline.
How Tidal-Estimate helps
Every quote followed up, every lost deal understood
Tidal-Estimate keeps your leads and quotes moving with three capabilities that work together to reduce revenue leakage across your pipeline.
Follow-up Automation
Schedule automated follow-ups that keep engagement consistent, so no quote goes cold and every prospective client hears back on time.
Consistent engagement without manual chasing.
Deal Tracking & Analysis
Record the reasons behind lost deals and visualize your recovered pipeline, turning every lost quote into insight you can act on.
Less revenue leakage, more informed selling.
How it works
From lead to recovered pipeline in four steps
A repeatable workflow that keeps every quote moving and surfaces where revenue is slipping.
Step 01
Import leads & quotes
Upload or sync lead data to bring every contact and open quote into one place.
Leads and quotes imported into the system
Step 02
Automate follow-ups
Set follow-up schedules so each lead gets consistent engagement without manual chasing.
Follow-up messages sent on schedule
Step 03
Track reasons for lost deals
Mark a deal lost and record the reason, turning missed opportunities into patterns you can act on.
Every lost deal recorded with a reason
Step 04
View recovered pipeline
See recovered opportunities return to your pipeline, visualized so you can spot what's working.
Recovered pipeline, visualized
Who it's for
Built for service businesses like yours
Tidal-Estimate keeps leads and quotes moving for independent service teams, from first contact through every follow-up.
Remodelers
Keep project quotes and remodeling leads moving after the walkthrough.
HVAC installers
Stay on top of seasonal install and service leads.
Roofers
Follow up on inspection and repair quotes without missing a step.
Photographers
Nurture session and event inquiries between first contact and booking.
Cleaning companies
Manage one-off and recurring service quotes in one place.
Lead & quote follow-up automation
Never lose a lead to a missed follow-up.
Tidal-Estimate helps small service businesses import leads and quotes, automate follow-ups, and track lost deals to recover pipeline.
How Tidal-Estimate helps
Every quote followed up, every lost deal understood
Tidal-Estimate keeps your leads and quotes moving with three capabilities that work together to reduce revenue leakage across your pipeline.
Lead & Quote Management
Import your leads and quotes into one organized workspace, so every estimate and inquiry is captured and ready for follow-up instead of slipping through the cracks.
Streamlined follow-up from the moment a lead arrives.
Follow-up Automation
Schedule automated follow-ups that keep engagement consistent, so no quote goes cold and every prospective client hears back on time.
Consistent engagement without manual chasing.
Deal Tracking & Analysis
Record the reasons behind lost deals and visualize your recovered pipeline, turning every lost quote into insight you can act on.
Less revenue leakage, more informed selling.
How it works
From lead to recovered pipeline in four steps
A repeatable workflow that keeps every quote moving and surfaces where revenue is slipping.
Step 01
Import leads & quotes
Upload or sync lead data to bring every contact and open quote into one place.
Leads and quotes imported into the system
Step 02
Automate follow-ups
Set follow-up schedules so each lead gets consistent engagement without manual chasing.
Follow-up messages sent on schedule
Step 03
Track reasons for lost deals
Mark a deal lost and record the reason, turning missed opportunities into patterns you can act on.
Every lost deal recorded with a reason
Step 04
View recovered pipeline
See recovered opportunities return to your pipeline, visualized so you can spot what's working.
Recovered pipeline, visualized
Who it's for
Built for service businesses like yours
Tidal-Estimate keeps leads and quotes moving for independent service teams, from first contact through every follow-up.
Remodelers
Keep project quotes and remodeling leads moving after the walkthrough.
HVAC installers
Stay on top of seasonal install and service leads.
Roofers
Follow up on inspection and repair quotes without missing a step.
Photographers
Nurture session and event inquiries between first contact and booking.
Cleaning companies
Manage one-off and recurring service quotes in one place.
No comments yet. Be the first!