AN ALL-IN -ONE TOOL TO MANAGE SALES & MARKETING
Close more sales. Know what works.
One platform to capture every lead, create personalised business quotes and keep sales moving & a dashboard that tells you everything you need to grow your business
HOW IT WORKS
A clear path from enquiry to sale.
A website enquiry arrives. Your team creates a branded quote, follows it up and records the outcome. The dashboard connects that sale back to its source — giving you a clearer view of where to invest next.
01 · CAPTURE
Bring every lead together.
02 · QUOTE
Send a personal proposal.
03 · CLOSE
Follow up. Win the work.
04 · UNDERSTAND
See what drove the sale.
Know which marketing
turns into money.
Track every enquiry, quote and sale — and see where your revenue comes from.
WHAT THE PLATFORM DOES
A connected way to sell.
The everyday tools your team needs to mange customers and sales, with a clearer view for directors.
LEAD CAPTURE
Never miss a lead.
Capture website enquiries automatically and add phone calls, showroom visits and referrals manually.
SOURCE TRACKING
Know where leads begin.
Connect each enquiry to its original source and see which channels turn into sales.
QUOTE BUILDER
Create & send quotes, faster.
Use your product catalogue, add bespoke items and send quotes with your own branding.
SALES PIPELINE
Follow up sales.
Suggested follow ups, reminders & automations that keep your sales pipeline moving.
REVENUE INSIGHTS
Know what wins.
Understand quote performance, potential sales and the sources driving your revenue.
GUIDED SETUP
Improve your marketing
Add Marketing budgets so AI Insights can tell you which marketing campaign actually leads to sales!
A dashboard that explains the numbers.
See what drove revenue, what needs attention and what to consider next.
↗ WHAT DROVE REVENUE?
Google Ads
£42,650
See revenue linked to its recorded lead source, alongside the marketing spend behind it.
In this example: £1,200 ad spend
! WHAT NEEDS ATTENTION?
Open quotations
£31,450
12 open opportunities are waiting for a follow-up. See where your team can focus its next conversations.
Your pipeline, with the next step in view
✦ WHAT SHOULD WE DO NEXT?
QuoteLed AI suggests
Review your spend
Search is bringing in higher-value sales in this example. Review those campaigns and prioritise the highest-value open quotes.
A direction to investigate, based on your data
Illustrative examples using sample data. Your insights depend on the information recorded in QuoteLed.
FOR DIRECTORS
See the whole picture. Know your next move.
Get a clear overview of enquiries, potential sales and won business. QuoteLed AI helps turn your marketing and sales data into practical insight — so you can decide where to focus, what to improve and where to invest.
- Understand marketing spend alongside results
- See which lead sources turn into sales
- Identify opportunities and missed follow-ups
- Make better informed growth decisions
✦ QUOTELED AI ✧
Ask better questions. Get a clearer direction.
Which lead sources are converting?
Where are quotes getting stuck?
Which opportunities need attention?
Where should we focus our budget?
Insights are based on the data recorded in QuoteLed.
WHY WE BUILT QUOTELED
Built by marketers. For the questions that matter.
We’ve spent hours pulling together reports for businesses — connecting marketing spend, enquiries, quotes and sales to explain what is actually working.
QuoteLed was developed to bring that picture together in one place. Less time assembling reports. More time understanding results and acting on them.
THE QUESTIONS THAT MATTER
“What did our marketing actually bring in?”
“Which enquiries became sales?”
“What needs following up?”
“Where should we spend next?”
Clearer answers. Better conversations. A more confident plan.
WHO IT’S FOR
If you quote before you sell, it’s built for you.
For businesses where customers enquire before receiving a personalised price or proposal.
WHY THE INVESTMENT
Give your time a better job.
Spend less time pulling reports together. Spend more time following up, improving your marketing and growing your business.
SAVE TIME
Stop rebuilding the same report.
Bring enquiries, quotes and results into one view. Spend less time switching between spreadsheets, inboxes and advertising reports.
PROTECT OPPORTUNITIES
Give warm leads the attention they need.
See the quotes waiting for a follow-up and the potential sales sitting in your pipeline, so fewer opportunities get forgotten.
SPEND SMARTER
Back the channels that bring business.
Use lead sources and sales outcomes to spot what is working. Redirect time and budget towards the activity that supports growth.
What is your reporting time costing you?
For illustration: 3 hours of reporting at £50 an hour is £150. Five hours is £250. Compare your own time cost with the monthly subscription — then consider the value of clearer follow-ups and better spending decisions.
What better looks like.
The aim is simple: a more organised sales process, clearer reporting and decisions grounded in your own results.
Less manual reporting.
Spend less time collecting updates and assembling spreadsheets.
Fewer forgotten leads.
Keep enquiries, quotes and follow-ups visible to your team.
More informed spending.
See which lead sources turn into business and use that evidence to review your budget.
Measure progress using reporting time, follow-up completion, quote conversion and revenue by source.
SIMPLE MONTHLY PRICING
Choose your view of growth.
Choose the sales workflow you need today, with deeper intelligence when you’re ready.
QuoteLed
Bring your lead-to-sale process together.-
Website lead capture and manual lead entry
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Original lead source tracking
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Product catalogue and bespoke quotes
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Your branding on quotes
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Sales pipeline and follow-up tracking
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Clear sales and revenue overview
QuoteLed Growth
Turn your marketing and sales data into direction.-
Everything in QuoteLed
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AI marketing and revenue insights
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Recommended next actions
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Deeper lead-to-revenue attribution
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Director intelligence reporting
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Growth trends and opportunity analysis
BE FIRST TO KNOW
Join the Wish List.
Be first to hear about QuoteLed’s launch and see how it could work for your business.
Built by marketers. Designed to help you know what works.