One connected workflow
From first enquiry to a clear business outcome.
SwiftQuote AI connects customer context, qualification, quotes, follow-up, outcomes and payment status so the business can see what needs attention next.
Illustrative journey · not a live customer record
One connected operating system
Every opportunity has a next step.
From the first customer conversation through quote, follow-up and payment, SwiftQuote AI helps a service business keep work moving and outcomes visible.
Illustrative product journey · sample plumbing enquiry
- 01
Capture
Bring an enquiry into the opportunity record.
- 02
Qualify
Organise customer needs, job details and urgency.
- 03
Quote
Prepare a structured quote and review it before sending.
- 04
Follow up
Keep the open quote visible and follow up on the opportunity.
- 05
Convert
Record the customer’s decision and job outcome.
- 06
Collect
Share available payment instructions and track status.
- 07
Measure
See opportunities, outcomes and outstanding amounts.
Revenue recovery
Identify eligible previously unconverted opportunities, follow their outcome and record attribution under the applicable programme terms.
Explore plans and pilot →
How the hand-offs work
Keep the context as the work moves.
Each stage contributes information to the next. AI assists with repetitive tasks; the business reviews quotes, customer communication and outcomes.
- 01
Capture and organise
An enquiry enters through a configured channel. Customer details, service needs and interaction context can be kept together on the opportunity.
- 02
Qualify and prepare
Clarify the work and urgency. AI can assist with qualification and quote preparation; the business reviews the details before sending an offer.
- 03
Follow up and record
Keep an unanswered quote visible and make the next action clear. Record the customer’s real response and the opportunity outcome.
- 04
Collect and understand
Share the payment method configured for the business, distinguish provider-confirmed events from manual status updates, then review won work and outstanding amounts.