Solutions
Give customers a reason to recommend you
Fast responses, clear proposals and visible progress, backed by a complete history of every interaction.
Outcomes
What changes in your business
Faster answers
Anyone on the team can see the full history.
Professional proposals
Clear scope and pricing that customers can accept.
Fewer status calls
Customers check progress themselves.
Consistent follow-up
Reminders make sure promises are kept.
Connected data
One record from start to finish
Every interaction is recorded against the customer, whoever handled it.
- Enquiry
- Response
- Proposal
- Acceptance
- Updates
- Completion
- Follow-up
Modules
The modules behind customer experience
CRM
Every customer, deal and conversation in one history.
Proposals
Customer-ready proposals generated from your quotes.
Customer Portal
Give customers one place to see quotes, progress and documents.
Email
Customer email filed against the right record automatically.
Forms
Collect information once, straight into the right record.
FAQ
Common questions
Can customers accept proposals online?
Yes.
Can I send updates automatically?
With the Automation module, notifications can be sent at set points.
Is the portal branded?
Yes. It shows your business name and logo.
Ready to replace disconnected software?
Get Toolbase configured around your business.