Smart Quote CRM

RESULTS

Measured over the weeks either side of launch.

Quote turnaround: 4 h 10 m → 6 min
From a customer's request landing to a priced quote going back out. In a market where the first credible quote usually wins, that speed shows up in the win rate below.
Straight-through: 31% → 78%
Four in five documents are now priced with no human touch. The rest are routed to a person — only when the system isn't sure about a field.
Handling time per document: 34 min → 4 min
Across every channel — tidy spreadsheets and blurry WhatsApp photos alike.
Quote win rate: 22% → 29%
Being first back with a credible price turned out to matter more than being cheapest.
96.4% field-level accuracy
Checked against values entered by hand. Anything the system isn't confident about gets flagged for review instead of silently accepted.

The problem

The commercial problem was not pricing. It was that pricing could not start until a person had finished typing.

Six channels, one keyboard
Requests came by email, shared mailbox, spreadsheet, EDI, web form and messenger. Every single one was retyped into the same fields by hand.
The delay cost deals
Over four hours to return a price, in a market where the first credible quote frequently wins.
Errors were expensive both ways
A misread weight or a stale fuel surcharge either lost the load — or lost the margin on it.

What we shipped

One system that takes a request from "it just arrived" to "the quote is sent" — and shows its work at every step.

Every channel, one inbox
Email, spreadsheets, EDI, WhatsApp, the CRM and the website form all land in the same queue, in the same format.
Reads the document, shows its confidence
The system extracts every field and says how sure it is about each one — so people only look where looking is needed.
Speaks every format
Units, currencies and trade terms written six different ways are translated into one consistent language automatically.
Flags instead of guessing
When two numbers in a document disagree, it asks a person — it never silently picks one.
A quote you can defend
Every line in the final price links back to the exact place in the document it came from.

Six months from first call to the pipeline running the whole quoting flow in production. Two fields — gross weight and fuel surcharge — still go to a person whenever the source documents disagree, about one shipment in eight; everything else runs on its own. We continue to work with the team as new document sources and lanes come on.

Quote requests used to arrive as emails, spreadsheets, EDI messages and WhatsApp photos — and every one was retyped by hand before anyone could price it. Now one system reads whatever arrives, checks its own work, and builds the quote. 78% of requests go out with no human touch, and turnaround fell from over four hours to six minutes.