Opportunities

 

A powerful CRM-inspired toolkit to create, track, and convert sales opportunities into happy, loyal customers.

Customer Intake In-app Form

Contacts

In RepairQ®, you can track any relationship as Contacts before they become a Customer. Contacts can have notes, be attached to an Opportunity like an Inquiry, Quote, or Appointment, and then be converted into a Customer after they make a purchase.

  • Capture Contact information
  • Maintain notes for each Contact
  • Attach Contacts to Opportunities
  • Convert them to a paying Customer

Inquiries

– Coming Soon

Sometimes an opportunity simply starts with a question in email or over the phone. Capturing who, what, and when is vitally important when tracking leads. Soon, Inquiries will give these Opportunity types a place to be recorded and tracked.

  • Track inbound Inquiries
  • Capture basic sales information
  • Track all Inquiries in one place
  • Convert Inquiries to Quotes or Appointments

Quotes

With RepairQ Opportunities, you can create Quotes that can be shared, tracked, and converted into live tickets or sales once approved. Quotes allow shop owners to also track what stage of revision or approval the quote is in.

  • Create and share Quotes with Contacts
  • Track the status of your Quotes
  • Make revisions as needed
  • Convert to a live ticket after approved

Appointments

Repair shops looking to offer more customer convenience can now schedule, track, manage, and check in Appointments right in RepairQ. Appointments are more than just time blocked on a schedule. Tracking Appointments as an Opportunity allows you to track ‘who’, ‘what’, ‘when’ and more.

  • Manage appointments in an intuitive calendar experience
  • Note pre-sale customer information
  • Send automated notifications to your appointment contacts
  • Convert Appointments that show up to live tickets

Qsite™

RepairQ’s customer service companion app, Qsite offers repair shops a portal for customers to track their repairs. Qsite is soon expanding to include a range of Opportunities tools that you can extend to the web, including capturing Inquiries and scheduling Appointments online.