Quote Management Software for Trades

Quote Chaser gives trades and service businesses a simpler way to manage quote status, follow ups, and pipeline visibility without turning the process into a bloated CRM.

Quote management software for trades

Keep quote status, next actions, and outcomes in one place

Quote Chaser gives trade and service businesses one clear place to track sent quotes, current status, next follow up dates, and outcomes without the extra CRM clutter.

It is built for the part that usually gets messy after the quote goes out: what stage each job is in, what should happen next, and what has already been won or closed out.

  • Track quote status clearly — sent, follow-up due, won, and lost quotes stay visible.
  • Keep the pipeline readable — the team can see what is still active and what needs action next.
  • Work without CRM bloat — the workflow stays focused on quotes and follow ups.
Quote Chaser icon Quote Chaser
  • Today
  • Quotes
  • Team
  • Settings

Dashboard preview

Quote pipeline overview

Today
Open pipeline £3,380 Quotes still in play
Due today 2 Quotes needing action now
Won revenue £1,450 Closed business so far
Sent £2,400
Follow-up due £980
Won £1,450

Pipeline

Quote pipeline view
Client Quote Value Status Next
Jones Property Lets Boiler replacement quote £2,400 Sent 20 Mar
Reed Electrical Consumer unit upgrade £980 Follow-up due Today
Walker Homes Kitchen repaint and touch-ups £1,450 Won None
Key outcomes

What teams need at a glance

Keep the pipeline readable, make next actions clear, and give the team one focused quote workflow.

Track quote status clearly

Keep sent, follow-up due, won, and lost quotes visible so the whole team can see where work stands.

See next follow ups

Keep the next action attached to each quote instead of buried in someone’s inbox or memory.

Keep the pipeline readable

See what is still in play, what is overdue, and what has already turned into booked work.

How it works

How teams manage quote follow up day to day

Quote Chaser is built around the practical steps teams need every day, not a heavy sales process.

Log the quote

Add the client, value, sent date, and owner so the quote is visible from day one.

Set the next follow up

Keep the next action attached to the quote, so nobody has to guess what should happen next.

Work from a clear queue

See what is due, overdue, won, or closed out without jumping between tools.

Close it out properly

Mark quotes as won, lost, or booked work so the whole team can see the real outcome.

See plans and pricing Start your free trial
Plans and workspace size

Choose the right plan for your workspace

Each Quote Chaser subscription covers one workspace. Personal is for one user. Business covers one shared workspace for up to 20 users. Need more than 20 users? Contact us for a custom setup.

  • Personal — one user, built for solo use.
  • Business — one shared workspace for up to 20 users.
  • Larger teams — custom setup available on request.
Ready to try it?

Start managing quotes with a clearer pipeline and workflow

Start with the plan that matches your workspace, or get in touch if you need a larger setup.

Related pages

Explore more focused pages

Explore the pages below if you want a more specific angle on estimate follow ups, quote chasing, or quote management.

Quote Follow Up Software

For teams that want a broader quote follow-up workflow.

Estimate Follow Up Software

For teams focused on estimates and next actions.

Quote Chasing Software

For teams focused on who needs follow up today.