If buyer interest is already coming in, the first question is not always how to generate more leads. It is whether the business is handling the opportunities it already has effectively. Quotify gives buyers a structured path from inquiry to qualification, verification, and booking using the same commercial rules across supported channels.
We confirm the problem before recommending the engine.
Where appropriate, these channels can follow the same qualification logic so sales receives a more consistent view of the prospect.
Answers supported inbound calls and follows the approved qualification process.
Guided forms collect relevant information step by step.
A structured chat collects the same core qualification details in a conversational format.
Yard signs, vehicles, flyers, events, and other offline materials can open the same qualification journey.
See how each channel captures, qualifies, and books a suitable inquiry in real time.
Kitchen Remodel · $15k–$40k · Austin, TX, routed to the next available estimator.
Quotify AssistantHey there, thanks for calling! What kind of project are you working on?
Hi, we're looking to redo our kitchen.
Nice, kitchens are always a fun one. Do you have a rough budget in mind?
Probably somewhere around 25 to 40 thousand.
Perfect, that's really helpful. I can get someone out for an in-home estimate, I've got Thursday at 10 AM or Friday at 2 PM open. Does either work?
Friday at 2 works great for me.
Awesome, you're all set for Friday at 2. We'll see you then, thanks for calling!
Scanned from:
Define service questions, fit rules, next steps, exceptions, and human escalation.
Receive approved form, QR, message, advertising, or inbound voice inquiries.
Ask conditional questions about need, scope, fit, urgency, and readiness.
Confirm the prospect and order attention using transparent rules.
Confirm the next step and transfer the available context to sales.
Use attendance, proposal, and win outcomes to refine the journey.
Modular building blocks. You choose which pieces apply to your intake, pricing, and booking process, we wire them together around the way your business already sells.
Document the company's real questions, decisions, next steps, exceptions, and escalation rules.
Organize approved services, project information, commercial guidance, and operating boundaries.
Receive eligible inquiries from supported forms, QR pathways, messaging, advertising, and inbound AI voice.
Ask service-specific questions about need, scope, urgency, fit, and readiness.
Confirm identity or contact details using the verification method appropriate to the channel.
Order attention using approved rules, route suitable inquiries, and escalate exceptions to a person.
Apply approved pricing or budget logic where appropriate and confirm the next appointment.
Transfer context, manage agreed follow-up, and improve scripts or rules using downstream outcomes.
Commercial contribution: Help turn eligible inquiries into verified, qualified, prioritized, and context-rich opportunities for sales.
Quotify can be configured around your:
The goal is simple: collect useful context earlier so your team does not have to restart the conversation from zero.
Quotify is configured around the way your company already sells. It can work alongside existing CRM and service-management platforms when those systems are already doing their job. Anything outside approved rules can stop and escalate to a person.
Quotify sits alongside Discovery, Authority, Outreach, and Demand capture engines. Revenue Intelligence ties intake changes, booking rules, and qualification gates to downstream proposed / won / gross-profit outcomes where the data is available.
Time to useful qualification or a real next-step conversation, not a simple acknowledgement.
How much eligible inquiry enters and completes the controlled journey.
Whether sales receives the available source, need, qualification details, priority, and next action.
Guardrail: Incorrect qualification or routing must remain within the agreed QA threshold. Serious errors trigger review.
Targets are set using your baseline, capacity, and economics. These are measurement categories, not guaranteed outcomes.
Quotify supports intake and handoff. Your team still owns consultation, estimating, proposal, closing, capacity, and fulfillment.
Confirm the constraint and establish the baseline.
Choose one high-value service journey and define the rules, evidence, and approvals.
Run it at a controlled scale and review quality, exceptions, and human handoffs.
Run it consistently once it is working.
Expand only after the process is stable and the results support it.
See how Discovery, Authority, Outreach, and Demand increase qualified opportunity volume.
Explore Growth Solution →Which of these lead leakage challenges are you facing? (Select all that apply)
Tell us about your advertising spend and lead volume.
We'll use this to schedule your exploratory assessment.
Select a time that works best for you.
Your lead leakage assessment has been submitted. We'll review your answers and reach out within 24 hours to confirm your meeting time.
Keep an eye on your email for confirmation details.
