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Module 03 · CRM Integration

Your CRM, run for you. Nothing goes quiet in a folder.

CoatFlow wires AI into the CRM you already run, or sets one up for you, then runs it: connected, kept clean, nothing new to log into. Every call, text, form and quote lands on the right contact, and every quote is tracked from estimate to close.

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Pipeline · this week
New lead
2-car garage, flakeMissed call, texted back
Patio, solid grayWebsite form
Estimate booked
Basement, 900 sq ftThursday, reminder set
Quote sent
3-car garage, metallicFollow-up sent, day 4
Shop floor, quartzWaiting on the homeowner
Won
Basement, flakeReview ask sent

Sample pipeline, shown for illustration, not real customer data.

Inputs

What flows in

Every call, text, form and quote is logged to the right contact automatically. Bookings from the Assistants and quote requests from the Visualizer land in the pipeline with the conversation attached.

  • 01

    Calls and texts

    Every call and text the Assistants handle, logged to the contact with the conversation attached.

  • 02

    Website forms

    Every form off your site, logged to the right contact the moment it lands.

  • 03

    Visualizer quote requests

    Every quote request from the Floor Visualizer, in the pipeline with the conversation attached.

  • 04

    Estimates and quotes

    Every estimate on your calendar and every quote you send, tracked from estimate to close.

Stage-driven follow-up

Stages that do something

A garage floor is a $2,000 to $10,000+ job. A quote for one should never sit in a folder. Here, every stage fires the next step by itself.

Pipeline · what each stage fires
  1. New lead

    An instant reply.

  2. Estimate booked

    Lands on your calendar. Confirmation and reminder go out.

  3. Quote sent

    The follow-up sequence, until it closes or dies.

  4. Won

    The review ask.

  5. Lost or quiet

    Last season's pile: a filter, not a memory. Reactivated in the slow months.

You see all of it. You run none of it.

Reporting

Read it from the truck

Once a month you get a plain leak report: what came back, what got booked, what got revived. Between reports the pipeline itself reads from the truck: every open quote and where it stands. Nothing new to log into.

  • Calls recovered
  • Estimates booked
  • Quotes revived

Programs

Included in Build Coat and Top Coat.

CRM Integration ships inside the done-for-you programs. Every program is run for you; the modules stack as you go up.

  • Base Coat

    $497 /mo

    The Voice and SMS Assistants.

    CRM Integration not included
  • Recommended Build Coat

    $997 /mo

    Adds CRM Integration and a branded Floor Visualizer.

    CRM Integration included
  • Top Coat

    From$1,997 /mo + ad spend

    Adds Marketing and Media.

    CRM Integration included

See the programs See pricing

Month-to-month, no setup fee, leave on 30 days' notice. Your number and contacts leave with you.

Every quote, tracked to the end.

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