Raq.com for marketing agencies
New business calls come in while you’re in client meetings. Raq.com answers, writes up the brief, and helps you send a proposal in your agency’s branding, with a deposit invoice once it’s signed.
Free trial, no credit card. Voice Calls is on the Professional plan and above.
Clare’s day, from the call to the deposit
Pick a time to see that screen from the film, or play the film from there.
-
10:42 Call answered
Conor rang while Clare was with a client
Conor McAuley of McAuley’s Bakery asked for a quote for a new website before the bakery opens a second shop in the spring. They have a logo but need new photos. The assistant said Clare would send a quote today.
-
Evening Quote asked for
That evening, Clare asked ChatGPT
Quote Conor McAuley for the bakery’s new website from this morning’s call. Our prices, three months of social as an optional extra, and a 50% deposit.
- Voice Calls Read this morning’s call from Conor McAuley
- CRM Find Conor McAuley
- Quotes & Proposals Read your price list
- Quotes & Proposals Create “New website for McAuley’s Bakery”
- Quotes & Proposals Add it to his CRM record as a quote, with Conor to sign
-
19:12 Quote sent
Clare checked the quote and sent it
- Quote
- New website for McAuley’s Bakery
- Total
- £5,760.00 including VAT
- Deposit
- 50%, £2,880.00
Built from Clare’s own price list, in Donnelly Reid’s logo and colours.
-
19:15 Signed
Conor added three months of social and signed
- Optional extra
- Social media management, three months, £1,200.00
- New total
- £7,200.00 including VAT
- Deposit
- £3,600.00
Conor ticked the extra and signed on his phone, and Clare was told straight away.
-
19:16 Deposit invoice
One click made the deposit invoice
- Invoice
- INV-00261
- Amount
- £3,600.00
- Due
- 3 Nov 2026
Raq.com Invoice Generator takes card payments on the invoice and chases late ones.
The quote Conor signed
Raq.com Quotes & Proposals builds it from your own price list, with your logo and colours from Brand Guidelines. Customers open it on their phone, tick any optional extras and sign to accept.
- Prices
- From Clare’s price list, with VAT at 20%
- Optional extra
- Social media management, three months, ticked by Conor
- Deposit
- 50% on acceptance, invoiced in one click
Accepted by Conor McAuley on 20 October 2026
QP-DR9M4K
A new website for your bakery
Built, photographed and launched in time for the new shop.
Conor, thanks for your call this morning
A second shop is a good moment for a new website, and your bakes deserve better photos than the ones online now. Here is what I would do: an eight-page site you can update yourself, a half-day shoot at the bakery, and a launch campaign for the new shop.
| Website design and build, 8 pages 1 site × £3,600.00 | £3,600.00 |
|---|---|
| Half-day photo shoot at the bakery 1 shoot × £450.00 | £450.00 |
| Launch campaign, social and email 1 campaign × £750.00 | £750.00 |
| Social media management, three months Optional, added 3 months × £400.00 | £1,200.00 |
| Subtotal | £6,000.00 |
| VAT at 20% | £1,200.00 |
| Total | £7,200.00 |
| Deposit on acceptance | £3,600.00 |
The four tools in the film
All four come with one Raq.com subscription, which has over 75 tools in all.
-
Voice Calls
Answered Conor’s call on the business line, then recorded, transcribed and summarised it.
Professional plan and above, after an approval check. Calls are charged per minute.
About Voice Calls in Raq.com -
CRM
Keeps Conor’s details, the call and the quote together on one record.
About CRM in Raq.com -
Quotes & Proposals
Built the quote from Clare’s own prices and branding, and took Conor’s signature.
About Quotes & Proposals in Raq.com -
Invoice Generator
Made the deposit invoice from the signed quote. It takes card payments and chases late ones.
About Invoice Generator in Raq.com
Also useful for marketing agencies
-
Project BaseOrganise project hubs with versioned notes, data tables, task board links, and team member roles.
-
Time TrackerTrack work with a universal timer, review weekly timesheets, approve time and turn approved hours into invoice drafts.
-
Client PortalBranded external workspaces where clients view files, approve work, answer questions, and send uploads, all behind a magic link.
-
Brand GuidelinesImport a website, extract its brand signals, and refine a shared guidelines workspace.
You don’t need ChatGPT
Clare asks ChatGPT for the quote in the film. You can build the same quote yourself in Raq.com, from the same price list and branding. If you already use ChatGPT, Claude or another AI app, connect it and it can do the work for you.
Common questions
Does the AI receptionist give out prices?
Only if you tell it to. You write its greeting and instructions. In the film it takes the details and tells the caller Clare will send a quote.
Do callers know they’re talking to an AI?
Yes. It tells callers at the start that the call is recorded, transcribed and handled by an AI assistant, and they can say if they don’t want to carry on.
Can customers pay the deposit by card?
Yes, once you connect your Stripe account. Raq.com Invoice Generator puts a Pay now button on the invoice and sends reminders when one is overdue.
What does it cost?
One Raq.com subscription covers over 75 tools, with plans from $39 a month. Voice Calls needs the Professional plan or above and an approval check, and calls are charged per minute. See plans and pricing.
Try it on your next enquiry
Add your prices and logo, then send your first quote from Raq.com. Free trial, no credit card.
The business, people and prices in this film are made up for demonstration and privacy purposes. Every screen is real Raq.com.