Customer quotes
Send a proposal and prepare a follow-up for when the customer has had time to review.
SolutionsSmall Business
One workspace for the customer communication that keeps the business moving.
Bring tracking, follow-ups, contacts, campaigns, files, video, signatures, and team controls around the inbox your business already uses.
Create a free account. Available on Pro.See plansBen Walker
Oak & Hearth
Your workshop estimateEmail sent · Yesterday
Workshop estimate.pdfShared document opened · Today
Follow up on proposalReminder · Tomorrow
New client details
Collect the documents and information needed to start the job.
Repeat business
Choose a date for a personal client check-in and keep notes from the last conversation.
Everything behind a well-run customer relationship.
Keep estimates, customer replies, shared documents, and signed agreements in one connected workspace.
Send a polished estimate.
Share the estimate with a document link and review page activity before the next customer conversation.
Bring outstanding replies back into view.
Set a reminder on the estimate and continue the original thread when the response is overdue.
Bring your active relationships into view.
Add the people you are working with, group them into useful lists, and save the details you will want before the next conversation.
Organize your contactsOrganize your first contact listAlready using Elite?Open your contacts
What you can do
- Shared templates
- Customer CRM
- Team billing
- Document signing
- Campaigns
- Role controls
Before you reach out
Read the last note, check the shared files, and pick up where you left off. Add the next useful detail after the conversation.
Good to know
The lightweight CRM is designed around email relationships; inventory, invoicing, accounting, ticketing, and regulated records may still need their own systems.
Owners should configure retention, member visibility, export access, and offboarding before inviting a broad team.
Small Business FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. The product supports Gmail, Outlook/Hotmail/Microsoft 365, and Yahoo browser workflows, with provider-specific capabilities.
Move your next opportunity forward.
Keep the customer details close and the next action clear.
