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I will build an estimate follow up system with quote tracking
Kevin E
About this gig
Stop letting good estimates go cold.
I build custom estimate recovery systems that help businesses track open quotes, identify which opportunities need attention, and focus on the customers most likely to respond.
Depending on the package, your system can include:
Open estimate dashboard
Quote age and status tracking
Reminder scheduling
Quote reopen / engagement tracking
Buying-signal alerts
Contact Next priority queue
Prepared customer messaging
Won / lost tracking
Recovered revenue totals
One supported CRM, email, webhook, or API integration
This is ideal for contractors, remodelers, home-service companies, agencies, and other businesses that send estimates or proposals and lose visibility after the quote is sent.
This is not a full CRM. It is a focused recovery system built around one question:
Which open quote should you contact next?
Packages cover one primary estimate workflow and dashboard. Complex CRM migrations, multiple pipelines, custom tracking scripts, or advanced third-party integrations may require a custom offer.
If you already have a quote process, send me a short description before ordering and Ill help determine the best package.
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Get to know Kevin E
Kevin E
Web App Business Automation Developer
- FromUnited States
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English
I build practical web apps and automation systems that turn spreadsheets, quotes, and manual workflows into tools that generate measurable business results. I create customer-facing estimators, quote applications, lead-capture systems, dashboards, and follow-up workflows. My 20+ years in enterprise IT and technical operations means I build with reliability, security, and maintainability in mind.
My Portfolio
FAQ
What do you need from me to get started?
A short explanation of how you currently create, send, and track estimates, plus any spreadsheet, CRM, form, or system you currently use.
Can this work with my existing CRM or quoting system?
In many cases, yes. Supported CRM, email, webhook, and API integrations can be included depending on the package. Complex integrations may require a custom quote.
Can the system track when a customer reopens a quote?
Yes, where the quote or delivery method supports engagement tracking. I will review your current quote process to confirm what can be tracked reliably.
Can it tell me who to follow up with next?
Yes. Standard and Premium can prioritize open estimates using quote age, follow-up status, and customer activity so you can focus on the opportunities that need attention most.
Does this automatically send follow-up messages?
It can prepare follow-up messages and, where supported, automate email follow-up. SMS or advanced automation may require additional setup or third-party services.
Is this a CRM?
No. This is intentionally a focused estimate recovery and follow-up system, not a full CRM replacement.
Can I track won and lost estimates?
Yes. Premium can include won/lost tracking and recovered revenue totals so you can see which follow-up activity results in closed work.
Will this work on mobile?
Yes. The dashboard can be built responsive so it works on desktop, tablet, and mobile.
Can multiple team members use it?
Yes, but user roles, permissions, or team assignment features may require the Premium package or a custom offer.
Should I message you before ordering?
Yes, especially if you use an existing CRM, custom quote software, multiple sales pipelines, or need third-party integrations.
