Service ProvidersFrom quote to after-sales, all organized on WhatsApp

Turn quotes into contracts with automatic follow-up on WhatsApp

From quotes to after-sales, organize your entire client journey on WhatsApp. Leadzy helps service providers serve better, close more deals, and build loyalty with less effort.

Leadzy · Active quote follow-up

Hi! I'd like a quote for a wedding photoshoot in June.

10:12

Script "Wedding quote" triggered

wedding-quote.pdf

PDF · 842 KB

Hi! Here's the full proposal for June. Any questions, just reach out. 💛

10:13 ✓✓

2 days later · Automation

Automatic follow-up

Hi! Had a chance to review the quote? I'm reserving the June date 📸

Hoje · 14:30 ✓✓

Client replied and closed in 3 days

0%

more quotes closed

0%

fewer no-show clients

0%

of history saved in the cloud

What happens to your quotes

Stop losing clients to silence

Today

Quote sent and... silence

Jessica Miller

"I'll send it after lunch"

9 days ago · no reply

Mike & Lisa

"Let me think and I'll tell you"

14 days ago · no reply

Summit Salon

"I'll call you tomorrow"

21 days ago · no reply

  • Proposals forgotten in the conversation list
  • You don't follow up because it feels pushy
  • Revenue lost every month
With Leadzy

Automatic follow-up — no effort on your part

Jessica Miller

Reminder sent 2d ago

Client replied: "Let's do it!"

Mike & Lisa

Portfolio sent 5d ago

Negotiating the deposit

Summit Salon

Final offer sent 7d ago

Proposal approved

  • No quote lost due to forgetfulness
  • Messages in the professional tone you configured
  • You only step in when the client replies
Follow-up cadence

The sequence that closes quotes

Set it up once and every quote sent triggers this cadence automatically — with customized scripts from your business.

Quote sent

Day 0

Here's the wedding photography proposal.

1st automatic reminder

Day 2

Hi {{name}}! Had a chance to review the proposal? I'm here if you have questions.

Portfolio sent

Day 5

Sends script with photos from last 3 shoots + client testimonials.

Closing offer

Day 7

Can I reserve the date with 10% on the deposit?

Quote approved

Day 8

Client accepted + date reserved + contract sent.

Portfolio always at hand

Send your full portfolio in one click

Save your best work as quick scripts in Leadzy — photos, PDFs, videos, testimonials. When the client asks, fire everything right from WhatsApp Web.

  • PDF, image, or audio saved within the script
  • Send with one click from the WhatsApp Web panel
  • Update once and the whole team starts using the new material
web.whatsapp.com
Leadzy

Portfolio scripts

Full portfolio

PDF with work from the last 12 months

Send

Before and after

Gallery of recent transformations

Testimonials

Images + audio from satisfied clients

Price list

PDF with services, prices, and packages

portfolio-2024.pdf

PDF · 8.4 MB · 32 pages

Here's my full portfolio with the latest work. If you have any references in mind, let me know! 📸

15:22 ✓✓

Service funnel

Every client at which stage of your workflow

Visualize from the first quote to the satisfaction survey. Know exactly what to do next, for each client.

Pending quote9

Jessica Miller

Maternity shoot

$850

Send proposal
Proposal sent6

Mike & Lisa

Wedding

$4,200

Follow-up in 2d
In progress4

Summit Salon

Logo design

$2,800

Deliver revision
Completed32

Wilson Family

Kids book

$1,200

Satisfaction survey
Automated after-sales

Turn deliveries into referrals and testimonials

After completing the service, Leadzy triggers the satisfaction survey and asks for a testimonial — automatically.

Day 0

Service completed

Client receives a personalized thank-you right after delivery.

Day 3

Satisfaction survey

Automatic script asks for a rating and what can be improved.

Day 5

Testimonial request

If rated 5, asks for audio or text testimonial to use as social proof.

Tools for service providers

Everything you need to professionalize your service

Automatic quote follow-up

Quick portfolio and materials sharing

Scheduling with automatic confirmation

Customized service funnel

Quote and proposal templates

Scheduled service reminders

Tags by service type and region

Automated after-sales with satisfaction surveys

Ready to professionalize your services with WhatsApp?

Set up in minutes, templates for freelancers and service providers, and human support.

Sign up now!
TESTIMONIALS

See what our users are saying

I always believed that audio-based support was a conversion game-changer, but it used to be all manual and slow. With this tool, I automated my audios from my computer, gained speed and kept a much more human, professional touch. Today even my team sounds just like me. Simply essential.

Guilherme Venturim

Guilherme Venturim

eCivil Concursos

This tool completely changed how I handle support. I used to send audios one by one — now I do everything with a single click, in a much more human and professional way. It saved me time and boosted my sales. Highly recommend, it really works.

Michaela Alves

Michaela Alves

Digital product creator & Affiliate

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FAQ

Frequently asked questions

Still have questions? Talk to one of our specialists for personalized guidance.

O Leadzy é um ecossistema integrado ao WhatsApp Web, composto por uma extensão para Google Chrome e uma plataforma online. A extensão adiciona recursos de automação e produtividade ao atendimento no WhatsApp, enquanto o CRM permite organizar contatos, funil de vendas, tarefas e histórico de negociações dentro do WhatsApp e ao mesmo tempo salvando em núvem. Assim, você vende, atende e gerencia clientes no mesmo fluxo, sem alternar entre ferramentas.

Still have questions?

Fast replies during business hours. Talk to a specialist.

Talk to a specialist

Ready to grow your business?

Leadzy is the perfect tool to automate your support and sell more in your business.

Sign up now