Case study ยท Operational services

Clean Home:
digital quoting and commercial control

We turned manual calculations into professional, traceable quotes connected to the sales pipeline.

Clean Home: digital quoting and commercial control
95%less quoting time
100%calculation accuracy
40%higher close rate
1operating CRM

Cases

Challenge

Quotes depended on spreadsheets and rules that were hard to audit. This slowed closing and left limited control over opportunities, costs and follow-up.

Solution

We implemented a CRM quoting flow with calculation rules, sales stages, templates, follow-up and dashboards to understand closings, timing and opportunities.

Impact

  • Consistent quotes ready to send
  • Centralized commercial follow-up
  • Visibility into opportunities, closings and operational capacity

Stack

Zoho CRMDigital quotingSales pipelineDashboards
Other cases

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