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Shops that hire Frank win more jobs

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Qualify

Acknowledge new RFQs instantly

PDFs, spreadsheets, prints, or CAD files — Frank reads whatever the customer sends the moment it lands, pulls every spec, quantity, and due date, acknowledges them in minutes, then emails back to fill any gaps until the job is quote-ready.

DH
Dale Hutchinsdale@ridgelinefab.com
7:42 AM
RFQ — 24× bracket assembly
Drawing attached — need pricing by Aug 14.
bracket-assembly-revC.pdfPDF · 1.8 MB
F
Frankfrank@madisoncastings.com
7:44 AM
Re: RFQ — 24× bracket assembly
What annual volume should we plan for beyond this initial order of 24?

Omnichannel intake

Email, PDF, spreadsheet, or CAD file: Frank reads whatever the customer sends, with no forms for anyone to fill out.

Drawing & CAD extraction

Pulls materials, dimensions, tolerances, quantities, and due dates straight off the drawings and documents.

Chases the missing details

Spots what's missing and emails the customer to close the gaps, so the package lands on your desk quote-ready.

What Frank handles

Omnichannel intake

Email, PDF, spreadsheet, or CAD file: Frank reads whatever the customer sends, with no forms for anyone to fill out.

Drawing & CAD extraction

Pulls materials, dimensions, tolerances, quantities, and due dates straight off the drawings and documents.

Chases the missing details

Spots what's missing and emails the customer to close the gaps, so the package lands on your desk quote-ready.

Draft quote · Q-2481
Line itemQtyUnitExt.Bracket assy, 304 SS24$148.00$3,552Vented panel, 10-ga16$96.00$1,536Brushed #4 finish24$21.90$526
$5,614
ApproveEdit
Quote

Turn RFQs into priced quotes in minutes

Frank drafts a bill of materials based on your pricing model, then routes it to your team for final approval.

BOM + pricing-model drafting

Frank builds the bill of materials and prices every line against your own cost model.

Your rules, your pricing

Margins, labor rates, material costs, and minimums — your numbers, applied consistently on every quote.

One-click approve

Review the draft, tweak any line, and approve; nothing goes out until a human signs off.

What Frank handles

BOM + pricing-model drafting

Frank builds the bill of materials and prices every line against your own cost model.

Your rules, your pricing

Margins, labor rates, material costs, and minimums — your numbers, applied consistently on every quote.

One-click approve

Review the draft, tweak any line, and approve; nothing goes out until a human signs off.

Close

Frank follows up until the job closes

Frank delivers the quote, tracks who opens and views it, and runs follow-up at your preferred cadence — so nothing goes cold.

Follow-up · Q-2481
Tue 9:24 PMQuote sent
Wed 8:02 AMOpened by customer
Fri 7:00 AMFollow-up #1 sent
Fri 7:41 AMRe-opened by customer

Delivery + read tracking

Frank sends the quote and sees when the buyer opens it, how long they look, and what they revisit.

Follow-up at your cadence

Sets a follow-up rhythm you control — daily, every few days, weekly — and keeps at it until you win or lose.

Escalate when it's hot

When a buyer re-opens the quote or goes quiet at the wrong moment, your rep gets pinged with full context.

What Frank handles

Delivery + read tracking

Frank sends the quote and sees when the buyer opens it, how long they look, and what they revisit.

Follow-up at your cadence

Sets a follow-up rhythm you control — daily, every few days, weekly — and keeps at it until you win or lose.

Escalate when it's hot

When a buyer re-opens the quote or goes quiet at the wrong moment, your rep gets pinged with full context.

Frank's CRM
New RFQ4
Ridgeline Fab
$5.6k
Vertex Machine
$12k
Apex Weld
$3.2k
Nolan Tool
$8.4k
Quoting3
Great Lakes Valve
$22k
Delta Fab
$6.8k
Ironside Mfg
$14k
Follow-up2
Powell Pump
$98k
Madison Cast
$41k
Track

A CRM that fills itself in

Every email, quote, action, and status change is captured and attached to the right account and job — no data entry, always current.

Zero-entry capture

Every email, quote, action, and status change logs itself — nobody types anything into a CRM.

Full deal history

The whole story of a job — who said what, when, and what changed — sits in one place.

Always-current pipeline

Stages and values reflect what actually happened, not what someone remembered to update.

What Frank handles

Zero-entry capture

Every email, quote, action, and status change logs itself — nobody types anything into a CRM.

Full deal history

The whole story of a job — who said what, when, and what changed — sits in one place.

Always-current pipeline

Stages and values reflect what actually happened, not what someone remembered to update.

Capability · Report

Know where every job stands, in real time

Time-to-quote, quote views, pipeline value, win rate — all live. Tell Frank what you want to see and when, and he sends it to you on a schedule.

Avg time-to-quote6.2 hrs
Quote views48
Pipeline value$4.3M
Win rate34%
Scheduled report: Every Mon 7:00a — Pipeline + time-to-quote → your inbox

Real-time metrics

Time-to-quote, quote views, pipeline value, and win rate, live off the work Frank is already doing.

Scheduled reports

Tell Frank what to send and when, and he drops the report in your inbox on schedule.

Proactive alerts

Frank flags what needs your attention — a stalled deal, a slipping quote — before you go looking.

What Frank handles

Real-time metrics

Time-to-quote, quote views, pipeline value, and win rate, live off the work Frank is already doing.

Scheduled reports

Tell Frank what to send and when, and he drops the report in your inbox on schedule.

Proactive alerts

Frank flags what needs your attention — a stalled deal, a slipping quote — before you go looking.

Where's the Smith Mfg quote?
Sent Tuesday, opened twice. No reply yet — want me to follow up now?
Yes, and cc me.
Done ✓ Follow-up sent, you're cc'd.
Outcome · Ask Frank

Ask Frank anything — email, text, or chat

Frank's in the loop wherever you work. Email, text, or message him to get an answer, kick off a task, or pull a number — no dashboard required.

Email, text, or chat

Reach Frank however you already work — no new app and no dashboard to learn.

Answers and takes action

Ask a question and get the number, or give an instruction and Frank does it.

Always in the loop

Frank knows every job's status in real time, so the answer is current the moment you ask.

What Frank handles

Email, text, or chat

Reach Frank however you already work — no new app and no dashboard to learn.

Answers and takes action

Ask a question and get the number, or give an instruction and Frank does it.

Always in the loop

Frank knows every job's status in real time, so the answer is current the moment you ask.

Stop losing jobs to faster competitors.

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