Conversion Strategy

We built the Conversion Strategy feature to give our customers a smarter way to boost estimate approvals and sales. After identifying common challenges, like customers forgetting to view or approve estimates, we designed a system that automates follow-ups and adds persuasive elements to increase engagement. With Conversion Strategy, automated two-stage follow-ups remind customers to view and approve estimates, and you can include client testimonials and a countdown timer with a limited-time discount to create urgency. By combining automation with proven conversion tactics, this feature helps keep more opportunities from slipping through.