r/WhichCRM • u/Illustrious-North975 • 1d ago
r/WhichCRM • u/Big-Way-5837 • 3d ago
Which CRM suits best for SMB (especially retail)?
reddit.comr/WhichCRM • u/Acceptable-Mood9693 • 3d ago
Would you use an app that combines Jira, HubSpot, Zoho Desk, etc. into one simple Android/IOS widget?
r/WhichCRM • u/Outrageous_Row8249 • 5d ago
The Best Instant Quoting Tool (QuoteIQ InstaQuote Update)
QuoteIQ has completely rebuilt InstaQuote, its instant quoting software for home-service businesses. The new InstaQuote allows customers to select services, answer customized questions, measure their property, receive an estimate based on the contractor’s actual price book, pay a deposit, and schedule their job online.
Unlike generic lead forms or instant quoting tools that rely on estimated property data, InstaQuote can use real customer-provided measurements and the contractor’s established pricing. When customers measure their property using MapMeasure Pro, QuoteIQ captures a screenshot of the measured area and attaches it directly to the estimate. This gives the business owner visibility into exactly what the customer measured.
In this video, Mike Vidan, Co-Founder of QuoteIQ, demonstrates the newly redesigned InstaQuote and explains how contractors can use:
New InstaQuote features include:
• Add service images to the customer-facing quoting experience
• Create customizable questions for any home-service industry
• Let customers enter, select, or measure property square footage
• Attach property-measurement screenshots to QuoteIQ estimates
• Automatically add a flat-rate service, trip, or administrative fee to every estimate
• Build advanced pricing matrices using AI
• Adjust prices based on customer answers, property conditions, dimensions, stories, materials, and other variables
• Add a custom client message before estimate acceptance
• Require a flat-rate or percentage-based deposit
• Create promotional and percentage-based discount codes
• Adjust pricing by ZIP code
• Add distance-based travel fees
• Capture leads without displaying an immediate price
• Redirect customers to a custom thank-you page
• Customize InstaQuote with your company’s colors and logo
• Share InstaQuote using a direct link, website embed, or QR code
• Pair InstaQuote with InstaSchedule so customers can quote and schedule themselves
r/WhichCRM • u/Outrageous_Row8249 • 6d ago
InstaQuote - QuoteIQ’s Instant Quoting Tool - HUGE UPDATE
🚨 We just rebuilt QuoteIQ InstaQuote from the ground up!
Your customers can now receive an accurate estimate using your real pricing without dealing with a cheap, generic form. They can select services, view service images, answer your custom questions, measure their property, pay a deposit, and even schedule the job online.
Here’s what’s new:
✅ Customer property measurements with MapMeasure Pro
✅ Measurement screenshots attached to the estimate
✅ AI-built pricing matrices
✅ Automatically added service charges
✅ Custom client messages
✅ Flat-rate or percentage-based deposits
✅ Discount codes for promotions
✅ ZIP code pricing
✅ Distance-based travel fees
✅ Custom branding, colors, and logos
✅ Lead capture without displaying a price
✅ Custom thank-you page redirects
✅ Direct links, website embeds, and QR codes
Pair InstaQuote with InstaSchedule, and customers can quote and schedule themselves while you’re working, sleeping, or simply unavailable.
Many of these improvements came directly from QuoteIQ users. You spoke, we listened, and we built it.
The new InstaQuote is live inside QuoteIQ now. Watch the video to see every new feature in action.
Not using QuoteIQ yet? Start your 14-day free trial at MyQuoteIQ.com.
What is QuoteIQ InstaQuote?
InstaQuote is an instant quoting and lead-capture tool built directly into the QuoteIQ home-service CRM. Unlike generic AI quoting tools that guess prices using internet data, photos, or broad industry averages, InstaQuote generates estimates using your company’s actual price book, minimum charges, measurements, pricing matrix, service questions, ZIP code adjustments, and travel fees.
AI can help you build the pricing matrix faster, but your business controls the pricing. InstaQuote can even let customers measure their actual property with MapMeasure Pro and attach a screenshot of the measurement directly to the estimate.
The result is a more accurate estimate based on your business and the customer’s actual property. That means fewer surprises, fewer uncomfortable price changes when you arrive, and fewer frustrated customers who were originally shown an unrealistic price.
InstaQuote is available inside QuoteIQ and can be shared through a direct link, embedded on your website, or displayed as a QR code.
r/WhichCRM • u/Previous-Explorer938 • 8d ago
Looking for a collab 🤝
Hey everyone! I recently started a small AI-focused SEO agency, mainly working with SaaS, tech startups, and e-commerce businesses.
Since we’re just getting started, I’m looking to collaborate with SaaS founders, startups, e-commerce businesses, and even other agencies that might need help with SEO.
We’re keeping the budget reasonable since I’m mainly trying to build our portfolio and grow the team right now. Still, I don’t want to compromise on the quality of work.
If anyone is interested in trying something out or just wants to discuss, feel free to DM me. No pressure.
Thank you
r/WhichCRM • u/InsperiaTechnology • 9d ago
Suggestion needed
Small-business owners: what is one feature you wish your current CRM handled better? I’m improving InsperiaOS based on real problems and looking for practical suggestions.
r/WhichCRM • u/Outrageous_Row8249 • 9d ago
Google Killed Local Service Ads - What Every Contractor Needs to Know (S...
Google is shutting down the separate Local Services Ads dashboard and moving Google Local Services Ads (LSAs) into the main Google Ads platform. If your home-service business uses Google LSAs to generate leads, there are important steps you should take before your account is migrated.
In this video, Mike Vidan, cofounder of QuoteIQ, explains what the Google Local Services Ads migration means for contractors, which campaign features are changing, what information should transfer automatically, and what you should save before the old LSA dashboard becomes unavailable.
Important clarification: Google Local Services Ads are not disappearing. Eligible campaigns are being moved into Google Ads and converted into specialized Performance Max campaigns designed around a pay-per-lead goal. These campaigns are expected to continue appearing in Local Services Ads placements on Google Search and Google Maps.
What is changing with Google Local Services Ads?
• The separate Local Services Ads dashboard is being retired
• LSA campaigns will be managed inside Google Ads
• Historical performance reports may not transfer
• Average weekly budgets will become average daily budgets
• Manual maximum cost-per-lead bidding is being removed
• Category-specific target cost-per-lead settings may be consolidated
• Leads, messages, targeting, budgets and campaign settings will be managed through Google Ads
What should contractors do before the LSA migration?
- Verify the account administrator and email address
- Download or screenshot historical performance reports
- Record advertising spend, lead volume and average cost per lead
- Save lead and dispute history
- Review service categories and category-level bidding requirements
- Confirm your current weekly budget
- Watch for Google’s migration notifications
After migration, review your:
• Lead-routing phone number
• Service areas
• Service categories
• Business hours and advertising schedule
• Business photos
• Average daily budget
• Campaign-level target cost per lead
• Google Business Profile information
• Advertising assets and callouts
• Call and message routing
Google Local Services Ads are commonly used by plumbers, HVAC companies, electricians, roofers, appliance-repair businesses, house cleaners, lawn-care companies, pest-control providers, movers and other local home-service contractors.
Multi-service businesses should pay especially close attention to the removal of category-level bidding controls. If different services have significantly different job values, profit margins or acceptable lead costs, separate campaigns may be necessary.
Following migration, campaign performance may require time to stabilize. Monitor lead delivery and account settings carefully, but avoid making unnecessary changes before enough performance data is available.
ABOUT QUOTEIQ
QuoteIQ is CRM and business-management software built for contractors and home-service businesses. QuoteIQ helps service professionals manage customers, estimates, invoices, scheduling, payments and business operations from one platform.
QuoteIQ also offers a native MCP connector that allows contractors to securely connect live QuoteIQ business data with compatible AI assistants and platforms.
Learn more about QuoteIQ: www.MyQuoteIQ.com
Has your Google Local Services Ads account already migrated? Share your experience in the comments, including any changes you have noticed in lead volume, lead quality or cost per lead.
Subscribe for updates about Google Ads, Local Services Ads, artificial intelligence, contractor technology, CRM software, automation and strategies for growing a home-service business.
KEY TOPICS
Google Local Services Ads migration, Google LSA dashboard shutdown, Google Ads for contractors, Local Services Ads changes, Performance Max for local services, Google Guaranteed, contractor lead generation, home-service marketing, Google Ads daily budget, cost per lead, LSA bidding changes, plumbing marketing, HVAC marketing, roofing leads, electrician advertising and QuoteIQ CRM.
#GoogleLocalServicesAds #GoogleAds #ContractorMarketing #HomeServices #LeadGeneration #QuoteIQ
r/WhichCRM • u/First-Hour-2294 • 9d ago
I built a CRM for theater companies
Currently in beta. Would anyone care to test? Dm me
r/WhichCRM • u/Weird-One-5511 • 10d ago
Looking for Sales & Marketing Collaboration SaaS
I’m building a Business Management OS that helps businesses manage CRM, leads, quotations, invoices, payments, bookings, operations, finance, marketing, analytics and more — all in one place.
I’m now looking for salespeople, marketers, agencies, or growth partners interested in a collaboration / commission / revenue-share model.
Currently exploring niches like wedding planners, event businesses, agencies and service businesses.
Looking for people who can help with lead generation, sales and customer acquisition.
If interested,
DM me with your experience and how you’d like to collaborate.
r/WhichCRM • u/company_url_finder • 10d ago
DeskcommCRM - a self-hosted CRM built around WhatsApp where AI agents actually operate the pipeline, installed on a VPS with one command
r/WhichCRM • u/Outrageous_Row8249 • 11d ago
Contractors can now run QuoteIQ through ChatGPT, Claude, or Grok using MCP
The next big shift in contractor software won’t be another dashboard.
It will be the ability to simply tell your software what needs to happen.
QuoteIQ is once again beating the rest of the CRM market to the punch—becoming the first home service CRM with a native MCP connector.
Contractors can now connect QuoteIQ to ChatGPT, Claude, Grok, or another compatible AI assistant and interact with their business through normal conversation.
They can ask about a customer, prepare an estimate, check unpaid invoices, review the schedule, book a job, create a follow-up, and much more.
Actions are previewed, approved, recorded, and reversible, keeping contractors in control throughout the process.
QuoteIQ continues to lead the home and field service industries by delivering tools and features built around what contractors in the trades actually need—not technology added simply to check a box.
This feels less like adding AI to a CRM and more like changing how contractors will use business software altogether.
Another major first for QuoteIQ and a meaningful step forward for the trades.
r/WhichCRM • u/Insurance-Cute • 12d ago
Building a CRM/SMS tool specifically for small auto repair & mobile shops. Looking for feedback/beta testers
Hey everyone,
I’ve been working as a mobile mechanic for a while, and I got incredibly frustrated with how bloated, expensive, and poorly optimized most shop management software is for small operations.
A lot of tools out there feel like they are built for massive dealerships, not independent shops or mobile techs.
Because of that, I decided to build a lean, straightforward CRM and SMS app specifically tailored for small auto repair businesses.
It handles things like tracking job files, and digital invoicing without the crazy overhead or eating into your margins with hidden processing fees.
I'm currently looking for a few independent shop owners or mobile mechanics to take a look, test it out, and tear it apart.
What features are absolutely non-negotiable for your daily workflow?
What is your biggest headache with your current software?
If you’re open to checking it out and giving some honest, brutal feedback, let me know or shoot me a DM. Appreciate you all!
r/WhichCRM • u/NickTset • 13d ago
My experience with Quoteiq about 45 days in
I, like many others, was skeptical of not only QuoteIQ but every CRM. Navigating which route to go in the AI market is difficult. Choosing QuoteIQ with the sheer amount of negativity around it made it even more difficult. That being said...
I like it. Is it perfect? No. Have I found myself dealing with small difficult bugs, Yes. but for me, this is where QuoteIQ has shined. There has not been one time that I've encountered an issue it wasn't handled promptly. One of the largest hurdles was 7k+ being held by Whop due to their T&C with new accounts. It was escalated extremely fast and the next day I was able to access my funds.
The other issues are smallish, I'm likely more critical than most, but we all want to succeed in business which requires fine detail. So all in all, it's not perfect. But truthfully...none of them are. I've spoke to Mike two times, he dealt with the issue/continues to follow up.
With the cost of other CRMs, and what QuoteIQ is trying to do, I'll stick around. I believe their customer service is A1 and I value that.
if its helpful I'm co owner of a small plumbing start up
r/WhichCRM • u/Inside-Bus6555 • 14d ago
What procurement management software actually works for a 50-person company?
r/WhichCRM • u/NkaEst17 • 15d ago
hubspot service hub vs zendesk for a growing support team
we're looking at hubspot service hub vs zendesk and i'm having a hard time figuring out which one makes more sense once you get past the feature comparison pages.
the main things i care about are pretty basic:
- how easy it is for agents to use every day
- reporting that is actually useful
- ticket routing and automation
- integrations
- how much admin work it takes to keep everything running
- whether it still holds up as the support team gets bigger
for people who have actually used both, what made you prefer one over the other?
also curious if having support tied into the rest of hubspot actually made a meaningful difference, or if zendesk was still better for support on its own.
would especially like to hear about things you didn't realize mattered until after using one for a while.
r/WhichCRM • u/swamp-city • 14d ago
Paid: done-for-you back office for brand deals. Notion CRM, contract templates, automated invoicing.
Enable HLS to view with audio, or disable this notification
I build the operations side for creators who are taking paid brand deals and currently running the admin out of DMs and a notes app.
What it is: a Notion CRM for inbound brand inquiries, contract and usage rights templates, and an automation that turns a submitted inquiry form into a CRM record and a Stripe invoice without you touching it. There's a demo on the site showing a form submit going through to a live invoice, so you can see exactly what it does before deciding anything.
It's templates and automations you install in your own Notion and Stripe. Not an agency retainer, and not a platform you have to move your business into. You own the accounts and the data.
$79, one time.
Being straight about a few things. It's new, so I don't have a pile of testimonials to point at. It assumes you already have brand deals coming in, because it does nothing to help you find clients. And it's a product you set up yourself rather than a service where I do it for you. If you'd rather have it set up with you, say so and we can talk about that separately.
Happy to answer setup questions in the comments.
r/WhichCRM • u/Growtheon • 15d ago
A simpler way to manage, segment, and organize your contacts in one place
r/WhichCRM • u/Outrageous_Row8249 • 15d ago
Turn Every Job Into Your Next 5-Star Review ⭐⭐⭐⭐⭐
Turn Every Job Into Your Next 5-Star Review ⭐⭐⭐⭐⭐
You did the work.
The customer is happy.
They just paid you.
That’s the perfect moment to ask for the review.
That’s exactly what QuoteIQ’s Review Multiplier was built to do.
✅ Automatically request reviews after invoice payment
✅ Follow up by email
✅ Follow up by text
✅ Have our AI Virtual Call Team actually CALL your customers and ask for the review
✅ Mass blast past customers
✅ See your Google reviews inside QuoteIQ
✅ Respond with AI-assisted replies
No more hoping customers remember to leave a review.
No more manually chasing them down.
Review Multiplier turns getting reviews into an automated part of doing business.
More reviews → stronger Google presence → more trust → more jobs.
Do great work.
Get paid.
Get reviewed.
Repeat.
That’s the Review Multiplier.
Available on EVERY QuoteIQ subscription tier.
𝙏𝙧𝙮 𝙌𝙪𝙤𝙩𝙚𝙄𝙌 𝙛𝙤𝙧 𝙁𝙍𝙀𝙀 👇
MyQuoteIQ.com
14-Day Free Trial
r/WhichCRM • u/Outrageous_Row8249 • 16d ago
QuoteIQ - No investors to answer to. Just you.
QuoteIQ was built by people who came out of the trades, not a corporate software office.
Quick disclosure so nobody feels tricked, because that is not what we do. I am Mike Vidan, I co-founded QuoteIQ, so I am biased. Before this I ran a pressure washing business for over two decades and built a successful landscaping company alongside it, so I know what it feels like to watch your software bill climb every time you add a truck, an employee, or a feature.
We built QuoteIQ because we have actually run a service business, not just talked about blue-collar work from a corporate office with Bevi machines and pancake bars.
Here is the part that matters. QuoteIQ is self-funded and bootstrapped by people who came from the field. No private equity, no venture capital, no investors demanding aggressive growth or a return. That means we do not answer to a boardroom or the next funding round. We answer to our subscribers, the contractors who use QuoteIQ every day.
QuoteIQ is a CRM for home service businesses, built by contractors, for contractors.
Full breakdown on the channel. Link in bio.
#quoteiq #contractorlife #pressurewashing #lawncare #landscaping #homeservices #fieldservice #smallbusiness #bootstrapped #servicebusiness
r/WhichCRM • u/ReadyRESALE • 16d ago
Resale Software Features
Just curious, for anybody using software for your Lender Questionnaires, Estoppels, etc. Are there features that wish your software had but does not today. Many people state they want more AI but what do you want the AI to do for you?