Use case · Sales
Chase every lead, get the quote out.
An enquiry lands. Sales picks it up, asks Research what this customer bought last time, and has a quote drafted in your pricing before you have read the email.
The problem
Leads go cold while you are busy.
The enquiry arrives while you are on a job. By the time you write back they have had three other quotes. Nobody dropped the ball, there just were not enough hours in the day.
What Lucy does
Sales starts the moment it lands.
Sales reads the enquiry and asks Research to pull the history and what you charged last time. Finance checks the margin still works. Sales writes the quote in your pricing and your words, and leaves it for you to send.