A slow quote isn't just an internal inefficiency. It's lost deals.
When a client asks for a quote, they're asking several suppliers at once, and they're deciding in that window. A quote that lands a day later arrives after the decision has started forming — sometimes after it's...
A recruitment agency, 17 people, calling clients from personal phones and SIM cards they'd bought themselves. No recording, no routing, no link to the CRM. Nobody could see who called whom, or what happened after.
The number that moved wasn't obvious. We set up an auto-attendant...
Up to 400 documents a month. 5 people in the chain. Zero manual forwarding.
The routing rules were the easy part. The problem was documents matching two rules at once - an invoice that's also a contract amendment. My first version sent those to both the accountant and the lawyer....