Capture & route.
Automated estimate-request notifications and inquiry routing help new requests reach the right person and enter your CRM.
OPTIONAL WEBSITE ADD-ON / AUTOMATION
A clear next step.
For every website inquiry.
Turn website estimate requests into an organized follow-up process. Studio Thryve sets up request notifications, automated follow-ups, and integration with the CRM of your choice, so your website and sales pipeline work together.
Keep it organized.
We set up and configure your preferred CRM, connect it to the website, and organize pipeline stages for new inquiries, open estimates, and next steps.
Follow through.
Automated estimate follow-ups, appointment reminders, and task prompts help your team stay consistent after the first request.
What your scope can include.
- Estimate-request form mapping, automated notifications, and inquiry routing
- Setup and configuration of the CRM of your choice, or integration with your existing CRM
- Automated estimate follow-ups, appointment reminders, and task prompts
- Workflow testing and a practical handoff
We confirm your preferred CRM’s available integrations, account access, and workflow requirements before setup. Messaging workflows also depend on appropriate customer consent and the tools selected. Software subscriptions, messaging charges, and ongoing maintenance are identified separately. Add-on scope is agreed in writing.
Start with the website. Add the workflow.
Choose a website design and include automation in your quote, or ask Karen which workflow would be most useful for your project.