Use case: an example, not a client

Every quote, with its site visit and its project

Site visits, quotes, and the status of each project in one place. For remodeling companies.

Custom CRM · from €9,000 + VAT

How it works

  1. Remodeling companyMonday, 9:30

    Hi, I want to renovate the bathroom. Can you come and take a look?

    Hi, Pilar. Sure. Does Thursday 12 at 10:00 work for you?

    1

    They ask you for a quote

    Through the website or WhatsApp, and it goes into the CRM automatically.

  2. Projects and quotesToday, Tuesday 17
    Pilar NavasBathroom renovation
    Visit doneQuote sentIn progress
    Andrés MolinaFull kitchen
    2

    You see what stage it is at

    Each project, from the visit to completion.

  3. CRM notificationsNow

    Time to call todayPilar Navas has had the bathroom quote since Thursday and still hasn't replied.

    3

    The CRM reminds you who to call

    Before the quote goes cold.

Screens, messages, and sample data.

The starting point and what we would do

Today

Can you send me the quote?

They ask you for it by phone while you're on a job.

Visits in a notebook

Each one written down in a different place.

Unanswered quotes

Sent by email, and no one knows if it's time to call.

What we’d do

One record per client

With the visit, the notes and the quote, which you create from there.

Each project at its stage

Visit, quote, project and completion, all at a glance.

Follow-up reminders

It reminds you who to call today.

How it connects

What comes in through the website or WhatsApp opens its record in the CRM. No one copies it. Where you receive notifications is decided when setting it up.

Work reports and construction costs, separate

If you need them, check out the [construction software](@software-construccion).

Custom CRM for remodeling

From €9,000 VAT not included

No per-user fee. We migrate your clients from Excel. Maintenance is separate.

Tell us what you need

We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00.

Get your mockup or quote

Four details, and we’ll get in touch.

We give you the fixed price before getting started.

We leave it niquelao.