Digital marketing · Quotely

Close more price shoppers.

Quotely is the follow-up tool your team uses after a family calls for prices. In about a minute, staff build a personal quote for that family and send it by text or email: their name, who they spoke with, an itemized price, and a clear next step.

See how it works → Book a walkthrough
The problem

A number over the phone is easy to forget.

Price shoppers call around. Most firms give a number on the phone and hope the family calls back. Quotely sends them something they can keep, share with family, and act on: exactly what's included, what it costs, and who to call. That transparency is what earns the call back.

Results at the cremation center where Quotely was built
22%
close rate before
→
58%
close rate after
Automatic follow-up

If they haven't opened it, Quotely checks in.

When a family opens their quote, they're more likely to choose you than to keep calling around. So if a quote hasn't been opened three hours after it's sent, Quotely sends a short, friendly check-in on its own. It's a gentle reminder that you're a simple, clear option, with no extra work for your team.

From real quote data
7 in 10families who booked opened their quote within 4 hours
Example check-in
Hi Maria, just making sure you got the estimate we sent. It's all here whenever you're ready: oakline.com/q/8k2m — Oakline Cremation

Sent automatically 3 hours after the quote, only if it hasn't been opened. Nobody on your team has to do a thing.

How it works

Your team builds it. The family gets it.

Change anything on the left and watch the family's page update on the right. Example firm and prices only; yours is built on your packages, prices, and team.

What's included

Built for how your team actually follows up.

Every Quotely build is set up for one firm: your packages, your prices, your staff, and your phone number.

For your staff

Quote in about a minute

Pick the package, enter where transfer of care begins for mileage, add options and discounts, and write a short personal note.

For the family

A page made for them

Their name, the person they spoke with, an itemized estimate, what's included, your reviews, and a button to start arrangements.

For your manager

Every quote tracked

A log of every quote sent, by whom, and how. Automatic check-ins go out on quotes that haven't been opened, and you can edit and resend the same link when plans change.

Digital marketing

Quotely

A follow-up quote tool for one location, set up with your packages, prices, and team.

$500 setup + $99/month
Book a walkthrough →
  • Set up with your packages, prices, and add-ons
  • Staff logins, with each person's name and photo on their quotes
  • Personal quote pages sent by text or email
  • Automatic check-in if a quote isn't opened within 3 hours
  • A log of every quote, with edit and resend

See it with your prices.

Twenty minutes. Pierce will show you how Quotely would work for your team.

Book a walkthrough →