Results:
By automating Beacon Daven’s quote and estimate process and building a client portal with Softr, we helped the company improve its client communication and project management. The new system integrated Airtable as a centralized database, providing automation for quotes and delivering a more streamlined and transparent project experience for both clients and the internal team. As a result, the company saw faster quote generation, improved client satisfaction, and a reduction in manual tasks.
What was the goal?
Beacon Daven sought to streamline their quote generation process and enhance client communication. Their existing system for providing quotes and tracking project progress was manual and time-consuming. They needed an automated solution to generate and send quotes based on specific parameters entered by potential clients via a website form, and a way for clients to view and interact with their projects. Additionally, the internal team needed a platform to manage client updates and project information.
Objectives
- 150+ monthly quotes automated
- 70% reduction in recording project updates
- 30% increase in client engagement
.png)
.png)
.png)
.png)