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What is SumoQuote?

Create an elevated sales experience that leaves a lasting, positive impression on your customers regarding their engagement with your business. Showcase your company as the premier choice for fulfilling their specific requirements. Ensure consistency across your sales personnel, including new hires, to maintain a cohesive approach. Take advantage of pre-existing quotes or create customized ones, and leverage reusable templates to boost productivity. Share all successful tactics and resources among your team, enabling them to replicate your most successful strategies. Increase the profitability of each project without raising your workload by consistently offering a standard list of optional upgrades. Keep your base pricing appealing while giving customers the freedom to select additional features that suit their needs. Always seek to seize opportunities for larger projects by integrating various trades or providing tiered options within a single proposal. This method simplifies the approval process for customers as they can easily indicate which quotes they wish to move forward with, facilitating a more efficient sales experience. By incorporating flexible options into your offerings, you significantly enhance both customer satisfaction and loyalty, ultimately contributing to long-term business success. Additionally, fostering an environment of collaboration and shared knowledge among your team can lead to even greater innovations in your sales strategy.

What is Sales Builder Pro?

You have a singular chance to leave a lasting impression on a customer, making it essential to capitalize on that moment to its fullest. This is exactly why numerous HVAC contractors and other home service professionals turn to Sales Builder Pro, the premier application for in-home sales. Beyond merely boosting sales, it focuses on securing a greater number of contracts with improved profit margins and higher average ticket amounts, often surpassing $500 per job! By utilizing features such as Install Manager Pro and Site Survey, you can ensure that no critical detail is missed when crafting your quotes. Our groundbreaking solution specifically mitigates job rollover risks, leading to enhanced profitability. Achieving success on the first visit not only saves time but also allows you to outshine your competition. You can efficiently secure ductless jobs in one visit by taking advantage of the unique capabilities that provide ductless design calculations. Generate professional multi-option proposals in under five minutes, enabling you to present customers with enticing reasons to select your services, which can significantly increase your average ticket price by $500 while also boosting your closing rates. Equipped with the right tools, your likelihood of success will increase, paving the way for greater achievements in your business. Additionally, the streamlined processes offered by Sales Builder Pro allow for a more organized approach, ensuring that every customer interaction is productive and beneficial.

Media

Media

Integrations Supported

Acculynx
CompanyCam
EagleView
HOVER
HubSpot CRM
HubSpot Customer Platform
JobNimbus
Jobber
Leap
QuickBooks Online
RoofLink
RoofSnap
Roofr
SalesRabbit
Salesforce
Zapier
Zoho CRM

Integrations Supported

Acculynx
CompanyCam
EagleView
HOVER
HubSpot CRM
HubSpot Customer Platform
JobNimbus
Jobber
Leap
QuickBooks Online
RoofLink
RoofSnap
Roofr
SalesRabbit
Salesforce
Zapier
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$209 per month
Free Trial Offered?
Free Version

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SumoQuote

Date Founded

2018

Company Website

www.sumoquote.com

Company Facts

Organization Name

Intelligent Mobile Support

Company Location

United States

Company Website

www.imobilesupport.com

Categories and Features

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Categories and Features

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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