Every tool you need to capture leads and close more jobs
Not another generic CRM. InstaQuote Pro is purpose-built for contractors who want more leads, faster closes, and less time on the phone.
Estimator & Quote Engine
Turn website visitors into qualified leads with instant, accurate pricing.
Trade-Specific Templates
10 pre-built templates for roofing, siding, paving, fencing, cleaning, and more. Launch in minutes, not days.
Conditional Question Logic
Show or hide questions based on prior answers. Homeowners only see what's relevant to their project.
Satellite Map Measurement
Homeowners draw the area directly on a satellite map. Auto-calculates sqft — no guessing, no site visit required.
Mobile-First Design
Fully responsive. Over 70% of homeowners will complete the quote on their phone.
Photo Uploads & Upsells
Homeowners can upload project photos. Optional add-on upsells are shown on the result screen and saved with the lead.
Multiple Estimators
Run separate estimators per trade or campaign. Each gets its own pricing, questions, and embed code.
CRM & Pipeline
Track every lead from first contact to closed job. Nothing falls through.
7-Stage Pipeline
New → Contacted → Follow-Up → Appt Set → Proposal Sent → Won / Lost. Move deals forward in one click.
Smart Reminders
Set follow-up reminders on any lead with due dates. Get SMS alerts when reminders fire. Complete or dismiss in one click.
Win Rate Analytics
See your close rate, avg deal value, time-to-close, revenue, lead sources, and funnel conversion — all in one dashboard.
AI Follow-Up Messages
Generate a personalized follow-up SMS for any lead with one click, powered by Claude.
Automation & Drip
Follow up automatically so you never lose a lead to slow response.
SMS Drip Campaigns
Multi-step SMS sequences triggered on new leads, proposals, or follow-ups. Track completion rates and enrollment counts.
Rule Builder
Create custom automation rules: trigger → condition → action. Works across SMS, notifications, and tags.
Auto-Close Stale Leads
Leads inactive for 30 days are automatically closed as lost, keeping your pipeline clean.
Instant SMS Notifications
Get an instant text when a new lead comes in. Homeowners get an automatic quote confirmation SMS. No setup required.
Analytics & Reporting
See exactly what's working, what's not, and where to focus.
Analytics Dashboard
Date-range filtering (7/30/90 days), funnel conversion, pipeline breakdown, lead sources, trade conversion rates, and trend indicators.
Advanced Reports
Period-over-period comparison, custom date ranges, drip campaign performance, CSV export, and Print/PDF support.
Speed-to-Lead Metrics
Track response times by rep, SLA compliance, and messaging volume. Know who's fast and who needs coaching.
Weekly Performance Digest
Automated weekly performance report every Monday — leads, revenue, win rate, and funnel stats.
Website Builder
A professional contractor website with your estimator built in.
6 Strategic Designs Per Trade
6 meaningfully different website concepts per trade — Modern Authority, Local Trust, Bold Lead Machine, Luxury, Portfolio, and Quick Quote.
Project Gallery
Upload up to 20 project photos with a built-in lightbox gallery. Homeowners can browse your work before requesting a quote.
DFY Onboarding Wizard
10-step guided onboarding: business info, trade, template, branding, services, gallery, contact, social proof — with autosave.
AI-Powered Content
AI generates your tagline, hero copy, service descriptions, and color palette based on your trade and location.
Onboarding Options
Three ways to get started — from self-serve to fully done for you.
DIY (Self-Serve)
Build your estimator yourself using our guided setup wizard. No coding required. Most contractors are live in under an hour.
Integration (We Install It)
You keep your existing website. We embed the estimator on it — matching your brand, colors, and style.
Done-For-You (Full Setup)
10-step onboarding wizard collects everything we need. We build your website, configure your estimator, and launch it for you.
Integrations
Connect to any tool you already use. Zapier, HubSpot, GoHighLevel, and more.
Webhook Delivery
HMAC-signed webhooks fire on new leads, status changes, won deals, and lost deals. Delivery logs show success/failure for every call.
Works with Everything
Zapier, GoHighLevel, HubSpot, Salesforce, Make, Google Sheets — any system that accepts webhooks.
Test & Verify
Send a test ping to any webhook with one click. See delivery logs with status codes and error messages.
One-Line Embed
Add a single script tag to any website. Works with WordPress, Wix, Squarespace, Webflow, or plain HTML.
Your Brand, Your Widget
Your logo, your colors, your prices. No InstaQuote branding — ever.
Embeddable Widget
Drop a single script tag on any website. Works with WordPress, Wix, Squarespace, Webflow, or plain HTML.
Custom Branding
Your logo, colors, and company name on every estimator. Homeowners see your brand, not ours.
Hosted Quote Pages
Every estimator gets a shareable hosted page you can link from ads, social media, or Google My Business.
No InstaQuote Branding
Your estimator is yours. No "Powered by" badges — ever. Your customers only see your company.
Ready to stop losing leads to slow follow-up?
Setup takes 10 minutes. No tech skills needed. Cancel anytime.
Get Started — Setup in 10 Minutes →