Tracking quotes and estimates is critical for service businesses where the sale happens after an in-person visit or detailed proposal. The best CRM for quotes lets you mark leads as Estimated, see all outstanding estimates in one view, and automatically follow up on quotes that have not received a response.
CRMs with good quote tracking include Long Drive Leads (pipeline stages for estimates), Jobber (built-in quoting), HubSpot (deal tracking), and Pipedrive (deal pipeline). The key is having a dedicated stage in your pipeline for estimates so they do not get lost.
Long Drive Leads lets you configure pipeline stages specifically for your quoting process. A typical setup includes New Lead, Site Visit Scheduled, Estimate Sent, and Follow-Up Needed. The follow-up nudge system automatically reminds you when estimates have been sitting for more than 3 days.
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