With Intelliworks Quotes, all of your team members have access to the firm’s detailed price list, so anyone can produce an accurate, clear, professional quote for email or post in seconds.
You can even email a quote during that first phone call. The client receives your quote and client care pack immediately, with no time to shop around.
Intelliworks Quotes is available to all Intelliworks users as an extra service. There is a one-off fee for setup and configuration (including price list, referrals), and then Quotes is free to use with support and maintenance included.
Ochresoft was presented with the ‘Risk & Compliance Support Service of the Year’ award at the 2023 British Conveyancing Awards, recognising our commitment to service excellence within the industry.