Sumo Quote Integration

Automate and streamline processes from beginning to end with Cilio

Cilio is a powerful installation management platform designed to help contractors streamline their workflow and ensure satisfied customers. Its advanced tools and features empower contractors to manage their projects with ease and efficiency, and it provides seamless integration with various specialty software solutions including Sumo Quote.

Sumo Quote is a top-rated quoting tool that allows contractors to create professional quotes quickly and easily with visually appealing graphics and photos. By integrating these two robust business tools, Cilio provides contractors with a competitive edge that helps them manage their projects from start to finish. Whether it's the first lead or the final nail, Cilio ensures that contractors deliver top-notch service and achieve maximum customer satisfaction.

Find out how Cilio's integration with Sumo Quote can take your business to the next level.

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Cilio's seamless integration with Sumo Quote. Step by step process.

Get more done with Cilio and Sumo Quote

With Cilio, you save time and resources by maximizing automation and minimizing manual data entry. Here are a few examples of what you can do with Cilio and Sumo Quote.

  • Cut data entry where new prospects feed in automatically from your website or social media
  • Quote quickly and easily with good/better/best options as desired
  • Beautiful proposals incorporate photos while including vendor product info as well
  • Simple customer signoff to accept your quote online
  • Automate your client follow up via text or email
  • Smooth workflow steps from quoting, to taking payment, to managing the project
  • Everything in ONE Place: Customer history, job notes, paperwork, photos, crew schedule, etc.
  • Automated updates sent to customers while providing an online view to follow their project
  • Superior scheduling and map routing capabilities
  • Clean mobile views for crews that you control
  • Automatically calculate crew payments for easy payroll
  • Automatically update your QuickBooks or financial software
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How to get started

Contact Kurt for more information, or schedule a brief demo to see what Cilio can do for you. 

Kurt Jason
Kurt.Jason@cilio.io
(414) 788-6254

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