Here's the plan. Get your quote data flowing into one live dashboard automatically, then put a system behind the follow-up you don't have time to do. Nothing you use today gets torn out. Simpro stays your source of truth. Monday stays your cockpit.
Straight from our call. Fix the first one before the second, because the follow-up only works once the data underneath it is clean and live.
Quotes get built in GroundPlan, pushed to Simpro, then re-entered into Monday by hand. You've tried to bridge it before, but it breaks on price updates and status changes. So there's no live sales dashboard, and the numbers for your director's meetings mean a CSV export every time.
You're across the handful of key clients you talk to daily. Everyone else, the quote goes out and goes quiet. There's no system chasing them, and you're too stretched to be that system by hand. Work you've already won is going cold in the background.
Your quote data leaves Simpro on its own and lands in Monday, current and correct, without you touching it.
Built straight on top of the clean data from Phase 1. No new plumbing. This is where the AI does the work a salesperson should, and you don't have time to.
Once the pipeline's live, the AI follow-up engine watches for quotes going quiet and re-opens them. It reads what comes back, works out which quotes are actually still alive, and hands them straight to you the moment a reply needs a human. You stop chasing dead ends and only spend time on the ones worth winning.
Starts simple, a Monday-morning email hit list of everything going stale, then grows into the full engine above. We scope it once Phase 1 is running and you can see what your numbers are telling you.
This sits underneath your business, it doesn't replace anything. Your team's day-to-day doesn't change.
Your source of truth. Every quote still gets built and lives here, exactly as it does now.
Your cockpit. The team keeps working here. It just fills itself in now instead of you doing it by hand.
GroundPlan, EstimateOne, the way you tender, all untouched. The 16 on the tools never see any of this.
One phase at a time. You see Phase 1 working before we talk about the follow-up on top of it.
First thing I do is connect to your Simpro and confirm your final Phase 1 number. Then the dashboard gets built, one thing, done properly, before we touch anything else.