Works with your existing quoting workflow.
See what every client does after you send your quote — and follow up automatically so nothing goes cold.
What's included:
No credit card required
Need more volume? Additional quote capacity can be added at any time.
Everything below is included in Visibility.
| Feature | Visibility |
|---|---|
| Client quote pages | ✓ |
| Audio walkthroughs | ✓ |
| Intro videos | ✓ |
| Client activity timeline | ✓ |
| Questions and callback requests | ✓ |
| Questions and replies surfaced | ✓ |
| Recommended actions | ✓ |
| Visibility dashboard | ✓ |
| Quote status updates | ✓ |
| Automated SMS follow-up | ✓ |
| Follow-up automation | ✓ |
| Follow-up scheduling | ✓ |
| ServiceM8, Xero & Zapier integration | ✓ |
| Priority support | ✓ |
Yes. Visibility includes automated SMS follow-up when enabled in your settings, with configurable timing for the standard follow-up rules.
No. All your quotes, follow-up history and account data carry over. Nothing is lost.
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. Zevik supports PDF quote uploads. No specific quoting software required.
Additional quote capacity can be added at any time.
Automated follow-up and full post-quote visibility, in one plan.