Extraflow is a quoting and proposal software solution designed to streamline and simplify the process of creating estimates, quotes, and proposals for businesses, particularly those in contracting and service-based industries.
This tool integrates directly with Pipedrive, making it a natural extension of the sales process for users familiar with customer relationship management (CRM) platforms.
Extraflow enables businesses to save time and improve the accuracy and presentation of their proposals, all while keeping everything within one seamless workflow.
Extraflow caters to professionals in HVAC, plumbing, electrical work, IT service providers, and more. The software is particularly valuable for teams looking to speed up the quoting process while maintaining flexibility and a high level of customization. By offering features like reusable templates, automatic calculations, and the ability to provide clients with multiple pricing options, Extraflow enhances productivity and helps businesses present their services in a polished and professional manner.
Key Features of Extraflow:
Pipedrive Integration:
Extraflow works directly within Pipedrive’s interface, allowing users to manage quotes and proposals without leaving the CRM. This makes it easier to track customer interactions and streamline the sales process.
Customizable Templates:
Users can create and reuse templates tailored to specific industries and services. These templates can be modified to include estimation blocks for materials, labor, and other cost components, ensuring accuracy and consistency in every quote.
Multiple Pricing Options:
Extraflow allows businesses to present clients with various pricing options for their services or products, providing flexibility that can help close deals.
Automated Calculations:
The software automatically handles calculations for taxes, discounts, and other variables, minimizing the risk of errors and ensuring that quotes are accurate and up to date.
Project Showcase:
Users can include photos and descriptions of previous projects in their proposals, giving clients a clear idea of the quality and scope of the work offered.
Use Cases for Extraflow:
Contractors:
HVAC, plumbing, and electrical contractors can quickly create accurate and professional-looking quotes for new installations, repairs, or ongoing service contracts.
IT Service Providers:
Extraflow is ideal for IT service companies offering solutions like network setup, software deployment, or managed services. They can create detailed quotes covering service tiers, hardware, and software components, providing their clients with a complete breakdown.
Service-Based Businesses:
Professionals offering any type of service, from landscaping to interior design, can benefit from Extraflow’s ability to create flexible proposals with multiple service options for clients to choose from.
Benefits of Using Extraflow:
Time Efficiency: Extraflow reduces the amount of time required to create, customize, and send proposals, allowing users to focus on other parts of their business.
Consistency: With templates and automated calculations, businesses can ensure that their quotes are consistently accurate and professional.
Improved Client Experience: Offering clients multiple pricing options and detailed project information helps them make informed decisions, improving the overall client experience.
Extraflow is a comprehensive quoting and proposal software solution that enables businesses to streamline their sales processes, deliver accurate and professional proposals, and ultimately close more deals with less effort.
