February 2025 Updates

Lead Management

We've been adding a lot of new features to the management tools for Instaquote and Contact Form Leads. These include:

• Advanced filtering and sorting
• Direct linking between leads and client profiles for seamless conversion
• Lead cards now visible on client pages for better context and history tracking
• Streamlined contact form interface that simplifies long contact forms
• Added primary contact information editing capabilities
• Ability to add notes to leads that only your company sees
• Ability to open leads in tabs

Quick Links

Just need to send somebody a link to schedule an appointment, or fill out a form? Or maybe you have a special page just for partners? Quick links is a list of simple links to pages on your hosted subdomain that you easily send out. They can help avoid somebody from having to navigate your site just to schedule an appointment. The scheduling links can be to a particular so that, as an example, you can send somebody a link to just schedule a gutter cleaning w/out them having to sort through all the other services first.

• Landing page
• Instant Estimate Tool
• Contact Forms - Each form has its own landing page
• Scheduling Links - Broken out by service if desired