CRM CONNECTION
Coming soon
Your CRM
Supported CRM connections will be named as they become available.
- Keep your current CRM as your system of record
- Review estimates before recovery starts
EARLY ACCESS LIMITED PILOT
Your old estimates
are still worth
money.
Turn unclosed estimates into booked jobs.
Recora automatically follows up with customers who received an estimate but never booked, identifies who may still be interested, and brings those opportunities back to your team.
Free for one month of testing · No credit card required
Limited availability for U.S. Tree Service companies
r. RECOVERY IN ACTIONProduct example
-
UNCLOSED ESTIMATE 12 days ago
JSJohn Smith$4,800Home Service · Estimate #1842
-
FOLLOW-UP SENT ABC Home Services · Automated by Recora
Hi John, just checking in about the estimate we sent over. Are you still considering moving forward? -
RECOVERY CONVERSATION
Follow-up scheduled for Friday
-
OPPORTUNITY ACTIVE
$4,800Still interestedCustomer asked for more time.
Next follow-upFriday
View Conversation
THE QUIET PART OF YOUR PIPELINE
You’ve already done
the hard part.
You generated the lead.
You spoke with the customer.
You visited the property.
You prepared the estimate.
Then… nothing.
Every month, service companies accumulate estimates that never turn into booked jobs.
Some customers are gone for good.
Others aren’t.
The estimate wasn’t necessarily lost. The conversation just stopped.
A SECOND CHANCE TO CONNECT
Recora restarts the conversation.
Instead of letting unclosed estimates sit untouched, Recora automatically follows up with customers and helps identify which opportunities may still be recoverable.
Your team doesn’t have to manually track old estimates, remember when to follow up, or sort through every response.
Unclosed estimateAutomated SMSIntent analyzedOpportunity detectedYour team closes
No CRM migration. No new sales process. Recora focuses on one job: bringing unclosed estimates back into conversation.
HOW IT WORKS
Connect once. Recora handles the follow-up.
Connect your CRM or sync your estimate data from a live spreadsheet.
01 · DATA CONNECTION
Connect your data
Use a live Google Sheet during the pilot. Direct CRM connections will be listed here as they become available.
Keep your CRM. No new sales process.
Your existing system stays in place. Supported direct CRM connections will be named when available.
WHAT HAPPENS NEXT
- 02
Set your recovery rules
Choose when Recora starts following up, how often it reaches out, and when it stops.
- 03
Identify
Recora finds estimates that didn’t convert.
- 04
Follow up
Recora follows up and understands customer replies.
- 05
Recover
Interested customers return to your team. Track revenue after a job is confirmed Won with its Actual Job Value.
FROM SILENCE TO OPPORTUNITY
See what recovery looks like.
SM
Sarah Miller
Product example
Estimate #2194
UNCLOSED ESTIMATE$6,200Sent 9 days ago · No booking
ABC Home Services · Automated by Recora
Hi Sarah, just checking in about the estimate we sent over.
Are you still considering moving forward?
SARAH
Yes, but we’re trying to stay closer to $5,000.
RECORA · ABC Home Services · Automated by Recora
Thanks for letting us know. I’ll pass this along to the team.
Price concern detected · Team notified
INTEREST DETECTED
Back in conversation
$6,200estimate opportunityCustomer intentStill interested
ReasonPrice concern
Recommended actionTeam follow-up
An opportunity, not confirmed revenue.
Yesterday it was an unclosed estimate. Today it’s a conversation your team can close.
AUTOMATION WITH A HUMAN HANDOFF
Your team stays in control.
Recora handles routine recovery conversations automatically. When a customer needs a business decision, Recora keeps them engaged and brings your team in.
01 RECORA HANDLES
Routine conversations
Recora can continue simple conversations and understand what the customer needs.
John
“We’re interested, but probably not until next month.”
Recora“No problem. Would you like us to follow up next month?”
02 RECORA HANDS OFF
When your team is needed
Pricing, scheduling and scope stay with your team. Recora keeps the customer engaged without making the business decision.
John
“Can you do it for $3,500 instead?”
Recora“I’ll pass this along to the team so they can get back to you about pricing.”
03 YOUR TEAM TAKES OVER
The opportunity won’t get buried
Your team is alerted while the opportunity is still warm and can step into the conversation immediately.
THE FULL PICTURE, IN ONE PLACE
See what’s coming back.
Know who’s responding, which opportunities are back in play, and what happened after the estimate was sent.
YOUR RECOVERY AT A GLANCE
Overview
Recovered Revenue
$24,800
Confirmed Won jobs
Estimates Followed Up
87
Automated follow-ups
Customers Replied
34
Conversations reopened
Opportunities Detected
16
Ready for your team
Recent responses
4 customer conversations| Customer | Estimate | Response | Status |
|---|---|---|---|
| JSJohn Smith | $4,800 | Price concern | Opportunity |
| SMSarah Miller | $6,200 | Interested | Opportunity |
| MDMichael Davis | $3,100 | Next month | Follow-up |
| RWRobert Wilson | $5,400 | Competitor | Closed |
Recovered Revenue = confirmed Won jobs, using the Actual Job Value entered by your team.
Illustrative dashboard. Recovered Revenue includes jobs your team has marked as won after a Recora recovery conversation.
EARLY ACCESS PILOT
Be one of the first to try Recora.
We’re currently preparing Recora for its first group of pilot companies.
EARLY ACCESS PILOT
Limited availabilityFreefor one month of testing
No credit card. No obligation to continue.
- 1 month of free testing
- Personal onboarding
- Direct access to the Recora team
- Early access to new features
- Shape Recora around your workflow
We’ll contact you personally when your pilot access is ready.
APPLICATION RECEIVED
Thanks for your interest in Recora.
Your application has been received. The Recora team can now review your fit for the Tree Service pilot.
Explore how Recora worksAPPLICATION SAVED
Your application is saved locally.
This preview saved your details on this computer. They haven’t been sent to the Recora team yet.
Explore how Recora worksA FEW GOOD QUESTIONS
Before you
join the pilot.
A simple starting point.
A clear role in your workflow.
What do I need to get started?
A Google Sheet with your open or unclosed estimates is enough to start the pilot.
Do I need to change my current CRM or software?
No. Recora works alongside your existing workflow. You don’t need to migrate your business to another CRM.
Does Recora integrate with my CRM?
Not yet. Google Sheets is the pilot starting point. We’ll add direct CRM connections later and list each supported system as it becomes available.
Do I have to manually choose every customer?
No. Once your eligible estimates are imported and your recovery rules are configured, Recora can automatically identify which estimates are ready for follow-up.
Can I control how follow-ups work?
Yes. You control when recovery starts, how many follow-ups are sent and when the process stops.
What happens when someone responds?
The response appears in your dashboard and is automatically analyzed. Recora helps identify whether the customer is still interested, has a price concern, wants a call, is not ready yet or has moved on. The automatic sequence stops when the customer responds. Your team handles pricing, scope and closing.
Does Recora negotiate with customers?
No. Your team stays in control of pricing, negotiation, job scope and closing the job.
Does Recora replace my CRM?
No. Recora focuses specifically on recovering unclosed estimates. Your existing CRM or business software can continue handling scheduling, invoicing, jobs and the rest of your workflow.
How is Recovered Revenue calculated?
Recovered Revenue includes jobs that your team marks as won after the customer was re-engaged through Recora. Your employee records the Actual Job Value. Only that confirmed value is counted; a customer response or opportunity alone is not recovered revenue.
Can I import estimates I already have?
Yes. Existing estimates can be brought in through Google Sheets.
Is the pilot free?
Yes. Selected tree service companies receive free access during the pilot. No credit card is required.
What happens after the pilot?
You’ll see your results and decide whether you want to continue using Recora. There is no obligation to continue.
THE CONVERSATION DOESN’T HAVE TO END HERE
Your old estimates
are still worth money.
Bring unclosed estimates back into conversation.
Let Recora
identify which customers may still be worth pursuing.
Free during the pilot · No credit card required