Overview #
The Estimate Request module in Intellent CRM allows you to collect inquiries or quote requests from potential clients through customizable forms. This is particularly useful for businesses offering services or variable-priced products, enabling leads to request a quote without needing to contact you manually.
This module can be embedded on your public website, used via direct link, or accessed from the Client Portal (if enabled).
✅ Why Use Estimate Requests? #
- Automates lead generation by turning website visitors into actionable quote requests.
- Saves time by capturing all essential details up front.
- Improves customer experience by offering a quick way to get pricing.
- Integrates into your sales pipeline for quick conversion into estimates, leads, or customers.
Use Cases:
- A digital marketing agency offering custom campaigns
- A manufacturer quoting different quantities or configurations
- A software developer offering hourly/project-based pricing
