QuoteFlow
QuoteFlow is an AI lead-response tool for Instagram DMs, Facebook Messenger, website chat, SMS and missed calls, helping your team qualify enquiries and keep the context in one CRM.
QuoteFlow is an AI lead-capture chatbot for Australian tradies and local service businesses. On connected channels, it can respond to Instagram DMs, Facebook Messenger, website chat, SMS and missed calls, then collect qualifying details and offer a booking path. Unlike a generic website widget, it is designed around how local-service enquiries arrive: a homeowner messaging on a Saturday, a caller who does not leave voicemail, or a price-shopper comparing several businesses.
Connected conversations can land in the built-in CRM with their source, service details and location attached. Automated SMS and email follow-up can then support your team, while a human can take over whenever the enquiry needs judgement.
Features
Fast multi-channel replies
Connected DMs, Messenger chats and website enquiries can receive an automated response while your team is busy or offline.
Structured lead qualification
AI-assisted questions can collect and classify details such as service type, location, timing and budget before staff review.
Missed-call text-back
An unanswered call can trigger an SMS, giving the caller another way to continue the enquiry.
CRM handoff, done for you
Qualified leads land in your CRM already source-tagged, so your team works the lead instead of entering data.
Automated nurture & booking
SMS and email follow-ups can be triggered from the workflow, with available meeting times offered from your calendar.
How it works
- 1Prospect reaches outThrough a connected Instagram, Messenger or website channel.
- 2QuoteFlow respondsThe AI chatbot can answer promptly and start collecting qualifying details.
- 3Lead is scored & capturedBudget, service and location are checked automatically, and the lead lands in your CRM source-tagged.
- 4Follow-up is triggeredThe configured workflow can send an SMS or email after the first message.
- 5Next step is offeredThe customer can choose an available calendar slot, or your team can prepare the quote.
Questions
How fast does QuoteFlow respond to a new enquiry?
On a connected and available channel, QuoteFlow can send the configured first response as soon as a new enquiry is received. Delivery still depends on the channel provider, connectivity and your workflow settings.
What happens if I miss a phone call?
QuoteFlow can trigger an SMS after an unanswered call, giving the caller a simple way to continue by text and giving your team another chance to respond.
How much setup does QuoteFlow need?
During onboarding we confirm compatible channels, connect the agreed accounts to the CRM and configure qualifying criteria and handoff rules. The launch timing depends on access, provider approvals and the integrations selected.
What does QuoteFlow cost?
QuoteFlow is included in Phase 1 (Launch), which runs $540–$1,905 AUD per month depending on team size — smaller crews sit at the bottom of the range. That price also covers the AI content pipeline, review automation and the reporting dashboard, not the chatbot alone.
How is QuoteFlow different from a generic chatbot?
QuoteFlow is designed to connect supported DMs, Messenger, website chat, SMS and missed-call text-back with a CRM workflow. Available qualification, booking and follow-up steps depend on the channels and integrations configured for the business.
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