Turn sent quotes into signed work.
QuoteLuma gives service teams automated quote follow-ups, pipeline visibility, and revenue nudges without adding another CRM migration. Prioritize the quotes worth saving, send the right nudge, and turn quiet estimates into clean approvals.
- 34%
- faster approvals
- $182k
- quotes recovered
- 12/wk
- admin hours saved
Live quote desk
Friday close plan
Open quote value
$214k
Aging over 7 days
23
Send warranty reminder
High intent
Ask manager to approve discount
Margin risk
Resurface install date window
Time sensitive
“Hi Avery, your quote is still reserved through Tuesday. Want me to hold the install window or revise the payment schedule?”
Find the quotes most likely to close before they drift away.
QuoteLuma scores each estimate by engagement, age, margin, source, and rep activity so your team always knows where to spend the next ten minutes.
Follow-up sequences
Trigger helpful reminders by quote age, value, customer type, and rep ownership.
Quote pipeline clarity
See every quote by stage, next action, margin, and probability without spreadsheet archaeology.
Buying-signal alerts
Notify reps when customers reopen a proposal, forward it, or linger on payment terms.
CRM-light sync
Keep estimating tools, inboxes, and CRMs aligned with clean activity and status updates.
Quote pipeline
Current month weighted value
Know what better follow-up is worth before you launch.
Model close-rate lift, quote volume, average job size, and rep capacity. QuoteLuma turns those inputs into a practical recovery target.
$137,445
Every rep gets a cleaner queue. Every manager gets a clearer forecast.
CRM-light sync
Keep estimating tools, inboxes, and CRMs aligned with clean activity and status updates.
Smart message drafts
Generate concise follow-up copy tuned to quote value, urgency, and deal context.
Approval controls
Route high-discount quotes, stalled renewals, and margin-sensitive deals to managers.
Service leaders use QuoteLuma to make follow-up less random.
QuoteLuma replaced three spreadsheets and gave our reps a rhythm. We recovered six figures of work in the first quarter.
Maya Chen
VP Revenue, Northline HVAC
The follow-ups feel human, not spammy. Customers reply because the timing and context are finally right.
Eli Romero
Owner, Stonefield Renovation
Our managers can spot aging quotes before the month slips away. The dashboard became our Monday meeting.
Priya Nair
Operations Director, ArcBuild
Start with follow-up. Scale into revenue operations.
Starter
For owner-led teams following up manually today.
- 150 active quotes
- Email reminders
- Pipeline dashboard
- Basic ROI tracking
Growth
For teams that need automation and visibility.
- 1,000 active quotes
- Smart sequences
- Buying-signal alerts
- Team analytics
Scale
For multi-location service organizations.
- Unlimited quotes
- Custom approvals
- SSO
- Dedicated onboarding
Questions before the first follow-up?
The short version: QuoteLuma is built to add momentum without forcing a systems rebuild.
Does QuoteLuma replace our CRM?
No. QuoteLuma is intentionally CRM-light. It sits beside your quote, inbox, and CRM tools to make follow-up measurable and consistent.
Can messages be reviewed before sending?
Yes. Teams can use fully automated sequences, approval-required drafts, or rep-owned tasks depending on the quote type.
What kinds of businesses use it?
QuoteLuma is built for service businesses with many open estimates: construction, HVAC, landscaping, field services, agencies, and B2B services.
How fast can we launch?
Most teams import quotes, connect inboxes, and publish their first follow-up sequence in an afternoon.
Recover the quotes your team already earned.
Send us your quote volume and current follow-up process. The first beta can run as a concierge recovery sprint before full automation.