Centralized lead management, lead storage, lead tracking and lead distribution.

  Leads can come from different sources, call centre, web site, stores / dealers.

  Leads are automatically routed to the appropriate installer.

  Installer can optionally receive new leads by email as well as being able to access them from his computer. Perfect for people who forward emails to their mobile phones.

  Links directly to Quick Estimator™ estimating program. Installers can download their leads to Quick Estimator™, estimate the job and then update the status of the lead in Smart Lead Solutions™ from Quick Estimator™. No retyping required. Quick Estimator™ in turn links to QuickBooks providing a seamless flow of information.

  Enforces standardization and compliance across all installers.

  Easily communicate with all users by sending automatic messages and alerts when they login.

  Powerful reporting tailored to each user type (installers, stores, management).

  Can be completely customized with your look and feel. Your colors, your logo, your name.

  Quick Estimator™ can also be customized with your look and feel.

  Tracks all communications and activity for each lead.

  Can be setup to handle multiple categories of work.

  Installer appointment scheduling.

  All information is stored in an SQL Server database, which can handle tens of thousands of users and store thousands of gigabytes of data.

Other / Optional Features

  Incorporate documents and literature such as brochures, guides and policies for easy distribution to users.

  Incorporate all proposals, contracts and customer forms for installers to use. You can make changes in one place and those changes will be instantly available to all installers. No reprinting and distribution. This would force all installers to use the same forms even those not using the Quick Estimator™.

  Allow leads to access / update their information and check their status.

  Allow different levels of access for different levels of management.