Gets quotes out the same day, and follows them up.
In most service businesses the first accurate quote wins. Fathom drafts quotes and proposals from your pricing rules in minutes, keeps your CRM updated automatically, and follows up on every open estimate until it closes — so deals stop dying of neglect.
Fathom compresses quote-to-close.
- Generates quotes and proposals from your price book, photos, and notes — in your format, on brand.
- Same-day turnaround on estimates, even during your busy season.
- Automatic follow-up sequences on every open quote, with alerts when a prospect engages.
- Hands-free CRM hygiene: calls, emails, and outcomes logged automatically.
Fathom turns job details, site photos and call notes into professional quotes using your real pricing, logs everything to your CRM, and runs the follow-up on every outstanding estimate.
What you get
Instant quote drafting
Job details in, professional estimate out — using your real pricing rules.
Proposal generation
On-brand proposals with scope, terms, and options, ready to send.
Quote follow-up engine
Every open estimate gets a polite, persistent cadence until it resolves.
Engagement alerts
Know the moment a prospect opens the quote — call while it's warm.
CRM autopilot
Activities, notes, and stages updated automatically from calls and email.
Win/loss insight
See which services, price points, and delays win or lose you deals.
Common questions
How does it know our pricing?
We encode your price book, margins, and rules during setup — including the judgment calls, like minimums and travel fees. You approve every template before anything goes out.
Can quotes still be reviewed before sending?
Yes. Most clients start with draft-for-review mode and move routine quote types to fully automatic once they trust the output.
Does it work with our CRM?
Partly, and it is worth being precise about which part. We have built native connectors for Follow Up Boss and HubSpot, so calls and chats create the contact, the lead and the note inside your CRM directly. Fathom's own output — the quote, the proposal, the follow-up record — is pushed by webhook, which reaches most systems through Zapier or Make; wiring those records into a specific CRM's deal and pipeline objects is implementation work we scope in the audit, not a switch we flip. Salesforce, Jobber and ServiceTitan have no native connector at all today. If you don't have a CRM yet, we set up a lightweight pipeline instead.
What about complex custom bids?
It drafts the 80% that's structure and boilerplate, and your estimator focuses on the 20% that needs expertise. Complex bids get faster, not dumber.
Talk to TideMerge
A free 30-minute consultation: we look at your current workflow, estimate the savings, and give you a straight answer on whether this pays for itself. No pressure, no jargon.