Quote-to-Job, CRM and Online Shop Add-ons for Your Website

The website brings the enquiry in. These three add-ons decide what happens next. Quote-to-job takes a customer’s request, with photos, and sends a quotation PDF in your name, priced from your own price file, then tracks the job from enquiry to done. The CRM keeps contacts, customers, follow-ups and documents in one place for a business with no quoting need. The shop adds a catalogue, cart and orders.

Each one runs inside the website we build for you, behind a login for your staff, on the same platform and the same hosting. There is no second system to pay for, no plugin to keep alive, and nothing to copy between the site and a spreadsheet.

They are add-ons, priced monthly on top of any package, and switched on when the business needs them rather than bundled in whether it does or not.

Quote-to-job

A quote form with photo upload on your site, priced from your own price file, sending a quotation PDF in your name. Behind it, a login for up to five staff, every quote from enquiry to fitted, customer and vehicle history, fleet accounts, jobs and insurance details. Your price file updated each year.

• A quote form on the site with photo upload, so the customer shows you the job instead of describing it
• Prices drawn from your own price file, updated each year, so the quotation PDF goes out in your name and at your prices
• A login for up to five staff, with every quote tracked from enquiry to fitted
• Customer and vehicle history, fleet accounts, jobs, and insurance details in one place
• R6,500 a month, with an extra staff user at R350 a month

CRM

A CRM, short for customer relationship management, is the record of who has spoken to you, what was said, and what happens next. Ours keeps contacts, customers, follow-ups, documents and staff roles inside your website, so the enquiry the site brought in is the same record your team works from a month later.

R2,500 a month. For a business with no quoting need; the quote-to-job add-on includes it.

Shop

A catalogue, a cart, orders, and a view of where each order stands, built into the same website and served at the same speed as the rest of it. It suits a business selling a settled range of products alongside its services, not a retailer with ten thousand lines and a warehouse feed.

R2,500 a month.

Why they live inside the website

A separate quoting tool, a separate CRM and a separate shop each bring their own login, their own invoice, and their own way of losing the thread between them. Building them into the website means one platform, one login for your staff, and one place where the enquiry, the quote, the customer and the order are the same record. It also means the pages are as fast as the rest of the site, because they are built the same way.

Questions people ask about the quote-to-job, CRM and shop add-ons

Read the thinking behind this