Works with your existing quoting workflow.
Automated quote follow-up without changing the way you quote.
No credit card required
Everything in Follow-Up plus full post-quote visibility.
Everything in Follow-Up, plus:
No credit card required
Need more volume? Additional quote capacity can be added at any time.
Visibility includes everything in Follow-Up.
| Feature | Follow-Up | Visibility |
|---|---|---|
| Email follow-up | ✓ | ✓ |
| SMS follow-up | ✓ | ✓ |
| Follow-up automation | ✓ | ✓ |
| Follow-up scheduling | ✓ | ✓ |
| Pause and cancel follow-ups | ✓ | ✓ |
| Quote status updates | ✓ | ✓ |
| Questions and replies surfaced | ✓ | ✓ |
| ServiceM8, Xero & Zapier integration | ✓ | ✓ |
| Priority support | ✓ | ✓ |
| Client quote pages | — | ✓ |
| Audio walkthroughs | — | ✓ |
| Intro videos | — | ✓ |
| Questions and callback requests | — | ✓ |
| Client activity timeline | — | ✓ |
| Recommended actions | — | ✓ |
| Visibility dashboard | — | ✓ |
Yes. You can upgrade from Follow-Up to Visibility at any time from your account settings. The switch takes effect immediately.
No. All your quotes, follow-up history and account data carry over when you upgrade. Nothing is lost.
Yes. Visibility includes everything in Follow-Up plus the full post-quote visibility features. You don't need both plans.
Yes. You don't have to start with Follow-Up first. Both plans are available from day one.
Yes. You can switch between Follow-Up and Visibility at any time from your settings.
No. Zevik works with ServiceM8, Xero and PDF quote uploads. You don't need any specific software.
No. You can use Zevik with any quoting workflow. PDF uploads are supported.
Yes. Both plans support PDF quote uploads. No specific quoting software required.
Additional quote capacity can be added at any time.
Start with automated follow-up or go straight to full post-quote visibility.