See what happened after every estimate.
Delivery, customer activity, replies, bookings, and the final outcome remain connected to the same lead.
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A clear result by email.
After verification, the customer receives a branded estimate with a PDF. The estimate records the range, what is included, and the information the customer provided.
Know whether the enquiry is moving.
The lead record brings together delivery, estimate views, customer replies, and visit bookings. You do not need to reconstruct the history from separate inboxes and notes.
A reminder when it is useful. Silence when it is not.
Ofértamelo can follow up when a customer has not acted. Pending reminders stop after the customer responds or books a visit.
Reply with the estimate in front of you.
Open the conversation to see the customer, service, estimate, and previous messages together. Replies are sent by email during the pilot.
The dashboard should match what happened off-screen.
Mark the job as won or lost when the decision happens outside Ofértamelo. Expired estimates remain separate from jobs the business explicitly marked as lost.
How does the customer receive the estimate?
By email with a PDF during the pilot.
Can the customer reply?
Yes. Their reply reaches the business and remains connected to the lead.
Can a customer book a visit?
Yes, when site-visit availability has been configured.
Does an expired estimate mean the job was lost?
No. The business can record the actual outcome separately.
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