Estimate Activity Tracking

Estimate Activity Tracking

system update
March 26, 2025•1 min read

Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to introduce live Estimate activity tracking!

⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Accountability: Follow along the acquisition journey, easily monitoring your team’s actions and ensuring contact is made as needed moving customers forward.

  • Closure Rates: Use the insights provided by activity tracking to re-engage customers and create touch points when doubts arise, converting repeated views into conversation points and increasing conversions.

  • Contact Simplified: This helps simplify the editing process and increase the effectiveness of your updates by using the activity logs as an easy way to notice when modifications are needed.

⭐️How To View The Estimate Activity Tracking?

  1. Navigate to the Estimates tab inside the Payments section.

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  2. Look for the Estimate you want to check and click the three dots icon next.

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  3. Select View History to open the logs.

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  4. All actions will be color-coded on the right drawer.

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Access to the detailed history of changes will improve your acquisition rates. Helping you monitor your team's performance, and improve the customers' experience.

estimatespaymentspaymenttracking
Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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