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PRODUCT / SALES OPPORTUNITIES

More work hides in the replies.

A customer asks for a quote, more work or a service plan. We spot it in their private note, and it goes to your team in their own words. Sending it to your sales software (CRM) is coming soon.

FROM A PRIVATE NOTE · 4:31 PM"Also, can I get a quote for the upstairs unit? It's pretty old."
SALES LEAD · FOR YOUR TEAMReplacement quote · Sarah M.
Matched“QUOTE”
StatusFLAGGED
Counted as revenue only when your CRM marks it won.
EXAMPLE · SAMPLE DATA

How it works.

See the full flow
01Mention.A customer asks about more work in a private note.
02Flag.We spot it from words like “quote” or “also need”.
03Deal.Your team checks it, with the customer’s exact words. Sending it to your CRM is coming soon.

What you get.

WHAT YOU GET · SALES OPPORTUNITIES01 / 06
FEATURE Quotes and estimates. “How much for…”, “can I get a quote”, “I also need…”.
01
WHAT YOU GET · SALES OPPORTUNITIES02 / 06
FEATURE Repeat work. Booking again, or another room, unit or project.
02
WHAT YOU GET · SALES OPPORTUNITIES03 / 06
FEATURE Service plans. Questions about a maintenance or service plan.
03
WHAT YOU GET · SALES OPPORTUNITIES04 / 06
FEATURE Their exact words. Your sales team sees what was said.
04
WHAT YOU GET · SALES OPPORTUNITIES05 / 06
FEATURE CRM hand-off, coming soon. Coming soon: one click sends the lead to your CRM.
05
WHAT YOU GET · SALES OPPORTUNITIES06 / 06
FEATURE Honest revenue. Counted only when your CRM marks it won.
06

Good to know.

Which CRMs?

Today, leads are flagged in TripleReviews for your team. Coming soon: sending them to HubSpot or GoHighLevel directly, and to others through Zapier or webhooks.

Will you tell me how much revenue it made?

Only deals your CRM marks as won. Estimates stay labeled as estimates.

Which plan?

Every plan, Core and Growth.

See where you
stand today.

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