Quick Quote from the inbox, with SmartMy Interiors
With SmartMy Interiors, a client who sends a floor plan on WhatsApp or Instagram gets a rough estimate in the same chat. Press Quick Quote on the conversation, work out the instant quote, and send: the ranges and the quote link go back where they wrote.
PLANSEvery plan
The problem it solves
- Clients send a floor plan on WhatsApp and wait days for a ballpark figure.
- The plan is downloaded, emailed to the designer and retyped into an estimate.
- The answer goes by email while the client is waiting on WhatsApp.
How it works
- A client writes on WhatsApp, Instagram, Messenger or your web chat and sends a floor plan. The chat arrives in the SmartMy Marketing inbox.
- Press Quick Quote in the conversation's menu. An instant quote opens with the contact, the WhatsApp number, the channel as source and the last three pictures or PDFs they sent.
- Pick the property type and scope, read the plan with AI or add the rooms, and press Work Out.
- Press Send. Within 24 hours of the client's last message, the answer goes in the same chat: each package's range, the quote link and your note.
- If that window has closed, the quote goes as the approved WhatsApp template and by email instead.
- Press Quick Quote again in the same chat and the open quote comes back with any new pictures, rather than a second one.
Everything it does
What the quote takes from the chat
- The contact, or the profile name when there is no contact yet
- The phone number, from a WhatsApp chat
- Source: WhatsApp, Instagram, Messenger or web chat
- The conversation, so the answer goes back to it
- The last three pictures or PDFs the person sent
The answer in the chat
- "Hello <name>, here is a rough estimate from your plan:" with one line per package and its range
- The link to the quote page, where the client picks a package or books a free site visit
- Your quote note from the instant quote settings
- The picture card is made and shows as the link's preview
- Sent in the chat only within 24 hours of the client's last message; otherwise by WhatsApp template and email
After it is sent
- The quote and the enquiry move on in SmartMy Interiors, with the expected value filled
- When the client picks a package or asks for a visit, the sales person is told
- Make Estimate turns it into a detailed estimate
Who uses it
Sales person or designerWorks out the quick quote from the chat and sends it.
ClientSends the plan and reads the ranges and the link in the same chat.
Where you use it
- Web: the SmartMy Marketing inbox, Quick Quote in a conversation's menu
- WhatsApp, Instagram, Messenger and the web chat on your website
- Not in the SmartMy Marketing app; the SmartMy Interiors app has its own quote screen
- The web chat takes text only, so a plan cannot arrive there
What you control
Settings
- The instant quote settings in SmartMy Interiors: rounding, valid days, follow-up days, quote note
- Your channels and WhatsApp templates, set up in SmartMy Marketing
Notifications
- Instant Quote: to the client by WhatsApp template and email when the chat's window has closed, as SmartMy Interiors sends it
- Instant Quote Reply: to the sales person when the client picks a package or asks for a visit
Works with
SmartMy InteriorsThe instant quote, its packages and the quote page come from SmartMy Interiors.
Questions
Does the answer come from our business number?
Yes. It goes from the WhatsApp number, Instagram account or page connected to the inbox, in the same conversation.What if the client wrote two days ago?
WhatsApp allows free replies only within 24 hours of the client's last message. After that the quote goes as your approved WhatsApp template and by email.Does a second press make a second quote?
No. The open quote of that chat comes back, with any new pictures added.Which plan has it?
Every plan of SmartMy Marketing, as long as SmartMy Interiors is there too.Related features
CHANNELS AND INBOXOne inbox for every channelWhatsApp, Instagram, Messenger, web chat and replies to your outreach emails come into one inbox. Your team assigns, tags, notes and answers every chat in one screen, with the 24-hour reply window shown on each chat.CHANNELS AND INBOXWhatsApp, Instagram and Facebook pages connected through SmartMy's Meta app, with number healthConnect your own WhatsApp numbers, Instagram accounts and Facebook pages from one screen, in Meta's own windows. Their messages come to one inbox, and each WhatsApp number shows its quality rating and messaging limit, with an alert when the quality falls.AI AND SELLINGChat carts and payment links, and quotations from themMake a cart in the customer's conversation and send a payment link in the same chat. When the payment comes in, the cart is marked paid and the customer is thanked there. With Sales or SmartMy Trade, the cart becomes a quotation, an order and an invoice.OUTREACHWhatsApp templates and Meta's approvalWrite your WhatsApp templates in SmartMy, with parameters, a header and buttons, and send them to Meta for approval from the number. Approved templates are what sequences, journeys, broadcasts and the inbox send outside the 24-hour window.CHANNELS AND INBOXA web chat bubble for your websiteOne line of script puts a chat bubble on your website. Visitors write from any page, the chat lands in the same inbox as WhatsApp and Instagram, and your team's replies appear in the bubble.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.