Frequently Asked Questions

Running a small home service business is challenging, so we built user-friendly quoting software to make your life easier. Browse the questions below to learn more about our platform’s features, capabilities, and tips for getting the most out of LeadStream’s quoting software to manage quotes and grow your business efficiently.

Person In White Shirt With His Laptop Is Telling About LeadStream Quoting Software

Quoting Software FAQs

Quotation management software streamlines creating, sending, and managing quotes. It offers a digital platform for businesses to efficiently handle pricing, quotes, and client interactions. Features like instant quoting, automated follow-ups, and integrations enhance the sales process and save time. Ideal for industries like home services, it transforms manual quoting into a seamless, tech-driven experience for businesses aiming to boost sales and operational efficiency.

The quotation process involves capturing client requirements, calculating costs, and generating a detailed quote. With quotation management software like LeadStream, it becomes automated, providing instant quotes and streamlined follow-ups. Clients submit requests, and the software, tailored for home services, promptly sends accurate quotes. The process ensures efficiency, accuracy, and increased business sales by automating traditionally time-consuming and manual tasks.

Online quotation software pricing typically involves subscription plans based on features and usage. With LeadStream, we offer transparent plans starting at $149/month. No hidden charges ensure clarity. Clients can choose monthly, quarterly, or annual plans based on their needs. The software’s straightforward pricing structure ensures businesses of all sizes can access efficient quoting tools without unexpected costs. Streamline your quoting process with LeadStream today.

No worries! LeadStream scales with your business. Upgrade to a higher tier for more features and capacity if you outgrow your plan. Enjoy uninterrupted quoting and sales streamlining with plans that grow alongside your success. Our support team is ready to guide you through the upgrade process, ensuring a smooth transition to meet your expanding business needs.

We take data security seriously. LeadStream employs robust encryption protocols to safeguard your information. We host our servers in secure facilities and routinely update our security measures. Trust LeadStream for a safe environment, ensuring the confidentiality and integrity of your business and client data.

Absolutely! We understand the value of your investment. LeadStream periodically offers discounts and promotions. Stay tuned to our newsletters for exclusive deals. Additionally, we provide special rates for long-term commitments, ensuring you get the most value for your money. Contact our sales team to discuss your needs and explore the best pricing options tailored to your business.

LeadStream streamlines your follow-up process by enabling automated follow-ups after sending quotes. This customisation helps you stay engaged with potential clients, increasing conversion chances.

Regarding annual job follow-ups, LeadStream also automates this aspect of your workflow. Stay connected with clients for recurring services, ensuring your business maintains lasting relationships and secures repeat business.

No, our subscription fees are non-refundable. We encourage prospective users to use our free trial to evaluate how LeadStream aligns with their business needs. This trial period allows you to explore the features and benefits, ensuring that LeadStream is the right fit for your operations before committing. If you have any questions or concerns, our support team will assist you during the trial period.

You can cancel your LeadStream subscription anytime without any cancellation charges. Simply contact our support team to initiate the cancellation process.

Yes, you can change ownership of your account.

If you decide to leave LeadStream, your data remains yours. We facilitate a seamless transition by allowing you to export your data in a commonly used format, ensuring you retain all your information intact. This way, you have control over your data even when transitioning away from LeadStream.

After cancellation, there is a grace period during which you can access and export your data. We offer clear instructions and dedicated support to guide you through the data export process.

Please note that we currently don’t offer a free plan. However, you can take advantage of our free trial to experience the features of our service. Feel free to explore the platform during the trial period and decide on the plan that best suits your needs.

We accept major credit cards, including Visa, MasterCard, American Express, and Discover. Additionally, we offer the convenience of online payments through Stripe.

Contact our dedicated support team for project implementation assistance through the contact form or email. We provide comprehensive guidance and support to ensure a smooth implementation process for your project.

When it comes to project assistance, there are no additional costs. Our commitment to your success includes support services for project implementation, already included in your subscription. We’re here to ensure you get the most out of our software; our support is part of that commitment. Feel free to reach out whenever you need assistance—we’re here to help you succeed!