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Zevik

Automated quote follow-up and post-quote visibility for contractors

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Zevik is a post-quote intelligence layer that continues the sales process after a quote has been sent. It addresses the problem of silent quotes and inconsistent follow-up by tracking client activity, surfacing engagement signals, and indicating which quotes are worth pursuing, so contractors can decide when to call, send a reminder, or move on.

It works alongside existing quoting tools through integrations with ServiceM8, Xero, Zoho Books, and Zapier, or by uploading PDF quotes directly. Features include client quote pages with audio walkthroughs and intro videos, a client activity timeline, surfaced questions and callback requests, recommended actions, a visibility dashboard, quote status updates, and automated SMS follow-up with configurable scheduling. A Zevik API is available for building custom integrations.

Zevik is aimed at contractors and service businesses such as builders, electricians, plumbers, roofers, and property maintenance firms. It is packaged as a single Visibility plan with a 14-day free trial requiring no credit card, including a monthly quote allowance, with additional quote capacity available as usage-based add-ons and custom allowances for higher volumes.

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