- Respond to inbound calls, emails, and inquiries within 5 minutes and provide quotes within 15.
- Qualify leads and build accurate quotes using Goodshuffle Pro.
- Manage the full booking process from inquiry to contract signature and deposit collection.
- Maintain CRM accuracy regarding lead statuses and project notes.
- Coordinate rental availability with the warehouse team.
- Schedule meetings and manage the owner's calendar across multiple business lines.
- Monitor bills and support accounts receivable follow-up.
Customer serviceCRMQuickBooks