Quotes and invoices were eating six hours a week.
Intake orders sat in an inbox, reps sent requests from the field, and one in-house employee typed every quote and invoice by hand. I built her a dashboard that triages both streams into drag-and-drop templated quotes and schedules the follow-ups, with confirmations sent back to the reps and logged in the CRM.
- 6 hrs/wksaved on quoting and invoicing
- 2 streamsinbox orders + field requests, one dashboard
- Autofollow-ups, confirmed to reps, logged in CRM