A day in QuoteMasters HQ in about ninety seconds.
Quote Desk → SLA follow-up → CRM → Marketing Studio → CallMaster / dialing → owner reporting.
Scrub real OS screens by time of day. Then book a live closed-alpha walkthrough if you want to see it with your team.
Explore the feature video library.
Watch the commercial overview and short promotional cuts using demonstration data. Request a private walkthrough to explore the details.
Open the video librarySame modules your team would open from morning to close.
Six chapters, real screens. Pause on Quote Desk ownership clocks, SLA queues, household CRM, Marketing Studio, CallMaster, Dial Shield Pro dialing, and end-of-day reporting that keeps AI screeners and voicemail out of live-connect counts when detected.
About 90 seconds · scrub by time of day with live module screens
What happens in each chapter.
7:45 · Overnight quotes
Morning open on Quote Desk: overnight requests, assigned owner, source, and waiting time on one screen.
9:10 · First touch / SLA
SLA sort puts the hottest work first. Speed-to-Lead and Lead Accountability show who contacted, who reached, and what is still waiting.
11:30 · Household CRM
Producer opens the household in Customer CRM: people, policies, and renewal x-dates next to the same record used on Quote Desk and Service Desk.
1:15 · Marketing Studio
Marketing Studio holds the month plan. Mail, email, and ads go out with source tags Quote Desk can read when interest comes back in.
3:00 · CallMaster + dialing
CallMaster runs script drills before volume rises. Live pods dial on the same phone stack with Dial Shield Pro helping keep numbers connectable.
4:45 · Owner reporting
End of day: spend, contact rates that exclude AI screeners and voicemail when detected, pipeline movement, and coaching targets in one reporting view.
Prefer a live walkthrough?
Apply for early access and walk Customer CRM, Quote Desk, accountability, Marketing Studio, CallMaster, Dial Shield Pro, and OS + Teams with your partners.