Automation

quotes

Lost today, back in three months.

When a quote is marked lost in BigChange or Simpro, an agent tags the contact in GoHighLevel with the reason and adds them to your follow-up workflow, unless they have asked not to be contacted. Each run shows the tag and the workflow, for anyone in the field service office to check.

Book a demoSee how it runs
how it runs
Built once in Agent Builder, then runs on its own.

how it runs

From one sentence to the follow-up.

Describe the agent once, watch it tag a real lost quote, then see the one that is left out.

01

Describe it

Say what happens when a quote is lost, and who to leave out. Agent Builder plans the steps.

One sentence to describe it

01 / 03
Book a demoSee the before and afterSee how agents work

before and after

The same lost quote, two ways.

Harlow Retail Park's loading bay lights, QUO/7524 at £720, marked lost on price at 16:40 on Thursday 15/10.

  1. The reason

    Without Centrus: Remembered, if it was written down

    With Centrus: Tagged on the contact as price

  2. The follow-up

    Without Centrus: Never contacted again

    With Centrus: Added to the three-month workflow

  3. The opt-out

    Without Centrus: Lena Marsh's opt-out, easy to miss

    With Centrus: Lena Marsh left out, because she asked

  4. The record

    Without Centrus: A lost quote and nothing else

    With Centrus: The run shows the tag and the workflow

keep going

More in quotes and sales.

Priced from your rate card, sent the same day, chased until they land.

All 36 in quotes and sales
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We show "Lost quotes added to a follow-up workflow" on a setup that matches yours.
  3. 03We pick out the admin that should run itself first.

Book 30 minutes. Watch it run once.

Found the agent you need, or doing something that isn't on the list? Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing