Quote Chase
SmallProfessional Services · Consultants, agencies, professionals
Follow sent proposals to the end; an unanswered quote is lost business.
Built in this build
- Proposal status tracking
- Win/loss log
- Proposal stages
- Follow-up cadence
- Drafts polite follow-up message by status
- Proposal win rate
Vision (needs external services)
- Follow-up reminder sequence
- Follow-up reminders on set days
- Email draft sharing
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Proposal status tracking
- Follow-up reminder sequence
- Win/loss log
Admin modules
- Proposal stages
- Follow-up cadence
AI capabilities
- Drafts polite follow-up message by status
Automations
- Follow-up reminders on set days
Analytics & reports
- Proposal win rate
Integrations
- Email draft sharing
Mobile
- Close follow-up task on phone
Roles & permissions
- Sales
- Partner
Professional Services →
Time Bill
Time tracking and billing for consultants.
Milestone Pay
Tie work to milestones and invoice on time; late billing drains cash flow.
Sub Desk
Assign subcontractors and freelancers, track their pay; end payment chaos.
COI Vault
Collect vendor insurance and compliance certificates; expired paperwork is a liability.
Describe what your business needs — DevAny does the rest
Define it, build it, run it — and take it anywhere.