EGT AUTOMATION
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What's Included

Everything you need to quote faster, close more, and stop losing leads.

Works with the CRM, scheduling tools, and software you already use — we connect what you have, we don't make you switch.

01

The Quoting Platform

  • Pull up a satellite view of any property address
  • Click to trace the property footprint by hand
  • Measurements auto-place with your pricing rules baked in
  • Branded PDF quotes in 5 minutes — your logo, colors, warranty terms, scope language
  • Attach site photos and elevation readings to every quote
  • Saved quotes open from any device, anywhere
02

Lead Capture & Speed-to-Lead

  • Web forms, Facebook lead ads, and Google Ads funnel into one place
  • Every lead gets an SMS and email reply in under 2 minutes
  • Your estimator gets an instant Slack ping on every new lead
  • Leads are tagged and routed automatically the moment they land
  • Nothing falls through the cracks — not on weekends, not at 2am
  • Speed wins the job — first contact beats every competitor still asleep
03

Email Automation

  • Transactional emails on every milestone — quote delivered, signed, install scheduled, review requested
  • Drip sequences for cold leads, past customers, and referral partners
  • Sends from your own domain with full authentication (SPF, DKIM, DMARC)
  • Open and click tracking on every send
  • Sequences pause automatically when a lead replies or books
  • Every email matches your branding — never a generic agency look
04

Works With Your Existing Tools

  • Plugs into your CRM — HubSpot, Pipedrive, GoHighLevel, Salesforce, Zoho, JobNimbus, and more
  • Connects to your scheduling app — Calendly, Acuity, Google Calendar, Microsoft Bookings
  • Integrates with QuickBooks, Stripe, and the payment processor you already run
  • Talks to Slack, Teams, your phone system, and your email
  • No switching, no migration, no new platform to learn
  • We connect what's already working — your tools stay yours
05

Quote-to-Cash Flow

  • A customer portal to view and approve quotes online
  • E-signature on the spot — no printing, no chasing paper
  • Deposit collected on signature through your existing payment processor
  • Pre-install reminders and post-install thank-yous sent automatically
  • An automated review request after every completed job
  • Every step logged back to your CRM — zero manual data entry
06

Setup, Support & Iteration

  • Done-for-you setup — live in 2 weeks
  • Team training included so everyone's confident from day one
  • Up to 2 hours/month of changes and new automations
  • Quarterly check-ins to optimize what's working
  • Cancel anytime — no lock-in, no long contracts

See how it fits your stack.

Book a free 15-minute call. We'll show exactly how this plugs into the tools you already run — no pitch.

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