See what’s outstanding.
A clear review list of open quotes, their status and the next agreed action. No guessing which spreadsheet or inbox has the latest answer.
Quotation follow-up for roofing businessesKeep your
Keep your
quotes moving.
A clear next step after every quote. Organise what’s outstanding, prepare thoughtful follow-ups and keep your team in control of customer conversations.
Start with a short conversation. No new software commitment.
A quote. A clear next step.Illustrative example
Example roof repair
£4,800Know what’s waiting
Record the quote and agree the next action.
Prepare a useful follow-up
Your wording. Your review. Your team sends.
Make room for the reply
Pause reminders and pass questions to the roofer.
“Could we talk through the scaffold allowance?”
Fictional quotation and reply. An illustration of the process, not a customer result.
Your existing toolsReviewed messagesClear stop rules
Less uncertainty. Clearer follow-up.The quote is sent.
The quote is sent.
What happens next?
When you’re busy on site, it helps to know which conversation needs your attention—and which one can wait.
Follow up thoughtfully.
Prepare a restrained reminder that sounds like your business. Your team approves the wording and decides whether it should be sent.
Keep control of replies.
Questions, prices and commitments stay with you. Stop reminders when someone replies, opts out or makes their decision.
A process that fits your businessStart where you are.
Start where you are.
Make the next step clearer.
We begin with a practical diagnostic, using the systems you already have. More software is not the starting point.
Walk through a real quote.
Who sends it? Who checks for a reply? We map what happens today and identify whether there is a worthwhile gap to fix.
Agree the follow-up.
Set out a review list, wording and timing. Your team approves and sends eligible messages through its existing system.
Keep what proves useful.
Look at replies, confirmed outcomes and time spent. Decide whether the process is worth keeping before considering an ongoing service.
We prepare. Your team approves and sends.
The initial diagnostic includes no unattended messaging. Technical roofing advice, prices and booking decisions stay with your business.
The initial diagnostic includes no unattended messaging. Technical roofing advice, prices and booking decisions stay with your business.
See the process in actionOne connected view.
One connected view.
A practical next step.
Explore how a quote moves from “sent” to “needs attention”, and what happens when a customer replies.
- Review due dates and editable message drafts.
- Record replies, opt-outs and won or lost decisions.
- Keep activity separate from actual outcomes.
Interactive illustration using fictional records. No messages are sent. Please keep real customer details out of the example.
A clearer quotation journeyFictional example
Quote sentRecord date, value and next action
Follow-up dueReview the draft before any sending
Customer repliesPause reminders. Your team takes over.
An illustration of the workflow. Quote values and simulated outcomes are not customer revenue or evidence of recovered work.
A sensible first stepA focused diagnostic.
A focused diagnostic.
A clear decision.
First, a short conversation to establish fit. If there is a useful problem to solve, agree a small, defined piece of work.
£199indicative one-off price
Discuss the diagnostic - 01One roofing business. Fourteen days. Up to 20 open quotes.
- 02A workflow session and a simple starting baseline.
- 03A review list and up to two agreed reminder drafts per eligible quote.
- 04A review of outcomes, effort and the most useful next step.
Your business controls sending in its existing eligible system. No guarantee of additional jobs. Written scope, supplier details and any applicable tax are confirmed before you commit. No orders or payments are taken through this website.
Fair questionsUseful support.
Useful support.
No unnecessary upheaval.
The right fit matters more than selling you another system.
Do I need another CRM?
No new subscription is required for the initial diagnostic. We start with your existing tools. Any later integration, ongoing service or additional cost would need a separate agreement.
Who sends the follow-ups?
Your team reviews, approves and sends messages through its existing eligible system. We help prepare the process and drafts. The diagnostic does not include unattended sending or a live inbox integration.
Will this bring me more roofing jobs?
We cannot promise extra jobs or a particular conversion rate. We review actual replies, confirmed outcomes and time spent. If your existing follow-up already works well, an ongoing service may not be worthwhile.
What about my customers’ details?
Start by describing your process, not by sending homeowner records. We agree the minimum data, access and responsibilities before any customer information is shared. The online walkthrough uses fictional data only.
A conversation before a commitmentWhat happens after
What happens after
you send a quote?
Tell us what works, what gets in the way and what you would want to keep. A short conversation is the next step—not a software subscription.
Let’s understand your process.
Send your business name and a couple of suitable times. We’ll arrange the conversation by reply.
Request a 15-minute conversation hello@crestrelay.co.ukThe button opens your email app. You can also copy the address above. Please don’t include homeowner details. How we handle enquiries.