Automated Quote-to-CRM Pipeline for Hartwell Mechanical Services

Executive Summary

Hartwell Merchanical Services needed to move beyond static PDF quotes that required manual follow-up, phone calls to confirm selections, and error-prone re-keying of data into their CRM. Their sales team was spending hours per week on administrative quote processing instead of selling.

I designed and built an Interactive Quote Platform that transforms HubSpot-generated quotes into self-service web experiences. Customers can now view mandatory services, toggle optional add-ons, see prices update in real-time, and formally accept their quote, all from a single branded page. On acceptance, the system automatically creates CRM records, generates invoices with a 50/50 deposit-balance split, and links everything together without any manual data entry.

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