Project Overview
Workstreams
4
CRM, portal, quote tool, automation
Build Status
In Progress
Quote tool live, portal launching
Client
Velox Storage & Moving
Managed by Idea Tavern
Deliverables 2
Active Deliverables
2 items
Live
Quote Tool

The Velox Quote Tool is live and routing leads by zip code. It handles three service types: Storage at Velox Facility, Storage at Customer Property, and Moving Service. Quotes show zone-based pricing where confirmed; rates flagged as TBD are pending Katie's confirmation. All submitted quotes push into the GHL pipeline.

Open Quote Tool
In Review
Client Portal

This portal is your central hub for reviewing Idea Tavern deliverables for Velox. Use the Feedback button in the bottom-right corner to pin comments directly on any page. Your account overview, workstream status, and readiness checklist are on the Account page.

Account Overview