Freedom251 › Proposal Software
GeoQuote AI
by GeoQuote AI
What GeoQuote AI is
GeoQuote AI is web-based estimate-to-proposal software for roofing and solar contractors in the United States and Canada. It creates a branded, address-first quote page where homeowners submit requests. A contractor-set ballpark range may appear from available property data, while an inspection confirms the final scope and price. Requests can include the property address, contact details, roof choices, project timing, ballpark range, and traffic source. GeoQuote Lite CRM supports request review, Good/Better/Best proposals, PDF generation, email delivery, typed homeowner approval, and follow-up or appointment records. Hosted quote links can be shared through business profiles, Facebook, SMS, QR codes, email, or websites, with optional embedding. Request details can be exported or connected to a supported CRM or webhook after testing the handoff. The AI Follow-Up plan adds configurable, consent-based texts and AI callback attempts, without guaranteeing contact or booking. Plans are paid monthly, starting at $119.00 USD, with no free plan.
Who it suits
GeoQuote AI is intended for roofing and solar contractors serving the United States and Canada. It suits teams moving homeowner requests from estimates toward proposals and follow-up.
What it does well
- Branded address-first quote pages
- Lite CRM and proposal tools
- Multiple quote-link sharing channels
- CRM integrations and webhooks
- Custom branding
What to know first
- No free plan
- No built-in e-signatures
- No online payment collection
- Not an insurance-grade measurement report
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Monthly · Up to 100 homeowner quote requests/month · Lite CRM · no AI follow-up | $119 a month |
| Launch | Monthly · No monthly request cap, subject to acceptable-use and third-party API limits · Lite CRM · email alerts | $299 a month |
| AI Follow-Up | Monthly · No monthly request cap, subject to acceptable-use and third-party API limits · consent-based AI calls and texts | $599 a month |
As geoquote.ai lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
GeoQuote AI combines homeowner quote intake, proposal creation, and optional follow-up for roofing and solar sales. Its plans differ by request limits and AI follow-up features.
Facts from GeoQuote AI's own pages
- AI follow-up
- The AI Follow-Up plan adds optional consent-based text messages and AI callback attempts when enabled and configured; contact and booking are not guaranteed. · geoquote.ai, 12 Oct 2026
- CRM and proposals
- GeoQuote Lite CRM supports reviewing requests, Good/Better/Best proposals, PDF generation, email delivery, typed homeowner approval, and follow-up or appointment records. · geoquote.ai, 12 Oct 2026
- CRM integrations
- Yes · geoquote.ai, 20 Sept 2026
- Custom branding
- Yes · geoquote.ai, 20 Sept 2026
- Data requests
- Access, correction, and deletion requests may be submitted to GeoQuote support for review; the site does not promise automatic deletion exactly 90 days after cancellation. · geoquote.ai, 12 Oct 2026
- Built-in e-signatures
- No · geoquote.ai, 20 Sept 2026
- Estimate
- Homeowners may see a contractor-set ballpark range based on available property data; an inspection confirms final scope and price. · geoquote.ai, 12 Oct 2026
- Free plan
- No · geoquote.ai, 20 Sept 2026
- Headquarters
- Toronto, Ontario, Canada · geoquote.ai, 28 Sept 2026
- Integrations
- The site says users can export request details or connect a supported CRM or webhook after testing the handoff, but does not name specific CRM products. · geoquote.ai, 12 Oct 2026
- Limitations
- GeoQuote says it is not a precision, order-grade, or insurance-grade measurement report and does not replace full field-service production. · geoquote.ai, 12 Oct 2026
- Payment
- GeoQuote says it uses Stripe-hosted payment flows for card entry and clarifies that Stripe's PCI status does not certify GeoQuote or a contractor's systems. · geoquote.ai, 12 Oct 2026
- Online payment collection
- No · geoquote.ai, 20 Sept 2026
- Purpose
- GeoQuote provides roofing and solar contractors a branded, address-first quote page for collecting homeowner requests. · geoquote.ai, 12 Oct 2026
- Request details
- Submitted requests can include the property address, contact details, roof choices, project timing, ballpark range, and traffic source. · geoquote.ai, 12 Oct 2026
- Security and compliance
- GeoQuote describes operational controls for consent, phone verification, do-not-call handling, calling windows, and opt-outs, and says these controls do not certify legal compliance. · geoquote.ai, 12 Oct 2026
- Sharing
- The hosted quote link can be shared through business profiles, Facebook, SMS, QR codes, email, and websites; website embedding is optional. · geoquote.ai, 12 Oct 2026
- Support
- The site lists [email protected] for support and [email protected] for legal questions or Data Processing Agreement discussions. · geoquote.ai, 12 Oct 2026
- Who it's for
- GeoQuote is presented as estimate-to-proposal sales software for roofing and solar contractors in the United States and Canada. · geoquote.ai, 12 Oct 2026
Where GeoQuote AI stands on Freedom251
- Proposal Software#130 of 134