Go to Mail Service, fill in customer details, move dates, weight, and price per pound. Add optional extra fields. Hit send. The system saves the quote, emails the customer, creates a lead, and triggers integrations — automatically.
Connect Gmail via OAuth in Account Settings → SMTP. Send quotes through Gmail, sync your inbox into the CRM, and reply to customer emails without switching tabs.
Every quote creates or updates the customer as a lead. Change status from "Quote Sent" to "Accepted" — lead status updates in real time across your pipeline.
Track emails sent, revenue from accepted quotes, conversion trends, popular origins/destinations, and average cost per pound on a single dashboard.
Create email templates, set defaults. Add custom Extra Fields that appear on the quote form and in customer emails. Reorder or delete anytime.
Create API keys in Account Settings. Send quotes via API, retrieve usage stats, view call history filtered by endpoint/method/status. Export to CSV.
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