Estimate Closer
Sent estimates get an answer instead of silence
Track sent estimates, remind on a schedule you approve, and alert the team on accepted or rejected activity.
The estimate stage is where money sits
Estimates get sent and then forgotten by everyone. Estimate Closer keeps every sent estimate visible in the pipeline and keeps a polite reminder going until there is a yes, a no, or a reason.
- Estimate stage with an age on every card
- Reminder sequence you approve
- Alerts when a proposal is viewed, accepted, or rejected
- Automatic stop once the customer answers
Clear reason codes
When the answer is no, the reason is captured so you can see the pattern instead of guessing.
Division of work
What the AI handles, what your team handles
Automation answers common first questions, routes, reminds, follows up, and books. Human judgment stays human.
Cross X OS handles
- Reminder timing
- Activity alerts
- Stage age tracking
Your team handles
- Writing the estimate
- Revisions
- Negotiation and close
Keep reading
Related capabilities
90-Day Nurture
Follow-Up Automation
Agreed sequences keep working on new leads, quiet leads, and long-term leads for up to 90 days.
Capture
Service Business CRM
One contact record per person. Every call, text, form, estimate, appointment, and note lives on it.
Revenue/source attribution
Source Attribution
Every lead carries its source through the pipeline, so booked work is traceable to where it came from.
Common in these industries
All 10 capabilities are installed together during the Lead Leak Fix. See pricing.
Next step
See if Cross X OS fits your lead flow
Start with the product-fit intake. If it fits, the next step is the Lead Leak Fix installation.
Cross X OS is the platform. The Lead Leak Fix is the installation. Cross X Agency is the team that installs it.