Workflow demo
Estimate recovery.
See how your existing CRM can follow up on open replacement estimates and bring interested homeowners back to your sales team.
Start with your CRM
We check what your CRM can already do, then configure who qualifies for follow-up and who owns the reply.
Loading synthetic estimates…
Review estimates
This example checks open replacement estimates issued 14–90 days ago that are still valid. Unknown status or permission goes to human review. The permission flag illustrates a review checkpoint.
Approve and simulate
Approve the homeowner follow-up to run the selected scenario.
Check eligibility again on the next simulated date.
Review the outcome
Illustrative scenario, not client results.
Activity timeline
Run the simulation to see the recorded events.
Disposition
A reopened conversation, an appointment, a signed job, and a collected payment are separate milestones. Measuring incremental impact takes a credible comparison.