See It Live On Some Of Our Clients' Sites
Take control of your company's quoting process and make the most out of your quotes.
Do you know how much money you're leaving on the table? Are you converting at least 50% of your total quote value? Is your staff following-up and properly handling the quotes?
Answer these questions and much more with THE Quote Bot.
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We have a long list of features and benefits and, while the list below is long, we've had to work really hard to keep it down to just 18 listed items. There's so much more to the system just waiting to be discovered and taken advantage of!
Make the whole quote request process engaging and intuitive with a logic-based conversational approach
With built-in templates and rules, sending out a professional-looking quote can be done with just a few clicks.
Send custom emails at key points in the quoting pipeline to sell additional services, help to convert or send staff reminders.
Make it your own – change colors, icons, questions, rules and templates. The sky is the limit!
With the system’s customizable reports you will always know where you stand on conversion rates, $ amounts, user performance, and much more!
Your whole team working as one – always send out professional emails with built-in tracking, automatic reminders and management reporting.
With the bot, we have the ability to gather every single bit of detail that we need (in an engaging manner) to generate a quote.
One of the great features of The Quote Bot is that it allows the user to create and store an unlimited number of quote templates based on the specific service that is being requested.
Not only does this act as an internal CRM solution for your team, but it also allows owners and managers to identify and address any potential weaknesses.
With The Quote Bot, we have built a very comprehensive backend in our software solution that will allow every single quote to be tracked.
The Quote Bot has an active API integration with Zipwhip to allow quotes to be sent out as texts in addition to an email using your own phone number.
These include notifying users if a quote goes unclaimed in a timely manner, notifying if a quote has not been sent out yet, notifying if a reply has come in from a quote that was sent out, and many others.
The Quote Bot also includes customizable permissions and roles within the system. This ensures that each individual user receives the appropriate permissions to manage their daily tasks and responsibilities.
Everything that is done within The Quote Bot is tracked and added to a historical log for tracking purposes. Every single quote will have its own historical log that will track every step along the way.
The great thing about The Quote Bot is that it DOES NOT compete with or try to replace your existing online reservation/booking system, it works in tandem with it.
This handy little feature allows you to track where all of your quotes are coming in from. It can be very handy to track the effectiveness of marketing and advertising campaigns on an ongoing basis.
The quote bot has an API integration with Santa Cruz, a leading ground transportation software company.
This integration allows Santa Cruz software users to fully automate the quoting and booking process based on their selected rates and booking rules set up on their back-end.
We listen to our clients and whenever we get a feature request that can be implemented and brings extra value to the system, we add it to the feature “wish list”. Once implemented, it usually becomes available to ALL users.
After all, you know best what you need from the system and we’re here to make it happen!
They Love it! ❤ Read what our customers have to say!
We named our Quote Bot Allie, and she is the highest-performing Customer Service Rep in our office. She is so lifelike that people actually call the office looking to talk with her.
Signature Transportation fully adopted The Quote Bot on 01/01/2021. Our staff was fully trained on the technology and very quickly adopted it into their daily routines. Now 100% of our quotes and subsequent client communication go through The Quote Bot so that we are able to track and manage every aspect of the sales process and subsequent customer service. Our quote volume is up over 200% since going live with The Quote Bot!
Hermes has been using The Quote Bot for about 6 months, and our team loves it! TQB removes the need for manual follow-up, can provide real-time accurate quotes (no additional source to update rate changes), self-service booking, and analytics to track your ROI. As a business owner, TQB helps me to provide a higher level of service to my clients for the equivalent of 1/2 FTE thus further increasing my ROI. TQB also allows for customization based on service types and vehicle types which provides you the opportunity to customize the experience for your clients. The response times for support are second to none. Couldn’t more highly recommend implementing TQB!
Without any staff required, The Quote Bot has been a big help in capturing the organic leads to our site and converting them into reservations!
Schedule a call for a demo session. It’s free and takes less than 30 minutes.
We'll do our best to accommodate your requested day for the demo.
A member of our team will be in touch to schedule the exact time for the meeting once we receive your request.
