The job
Replacing the Excel estimate without losing what makes it work
The spreadsheet usually survives every CRM a business tries because it holds the one thing generic software cannot: that business's own pricing math. WallFlow is built the other way round, starting from the calculation and building the CRM around it, which is why the wallpaper vertical does pattern repeat and waste and the auto brokerage build prices by vehicle, dealer and credit tier. If your business does not save five or more hours in the first thirty days, the subscription is refunded and the data is exported back to Excel.
The problem
Every off-the-shelf tool asks the business to give up the formula that makes its quotes right, and offers a generic line-item estimator in exchange. So the team keeps the spreadsheet, uses the CRM as a contact list, and now maintains two systems that disagree.
How it works
The calculation moves into the software rather than around it. The pricing rules that lived in the spreadsheet are rebuilt as the estimating engine, so the quote is generated from them and every downstream document inherits the same number. The spreadsheet stops being load-bearing because the thing it was protecting is now in the system.
What you get
- ✓Your pricing math rebuilt as the estimating engine, not approximated
- ✓Estimates generated from that math, so nothing is retyped
- ✓One number flowing into the PDF, the signature and the invoice
- ✓History and totals that do not depend on nobody breaking a formula
- ✓Role-based access instead of a file passed around
- ✓Data exportable back out, with a refund if it does not save time
What your client sees, what you get
Your client sees
Gets quotes that are consistent rather than dependent on who built them.
You get
Stops maintaining a spreadsheet and a CRM that disagree with each other.
Your client sees
Waits less, because the quote is generated rather than assembled.
You get
Stops discovering a broken formula three jobs after it broke.
What it costs
Most customers start with The WallFlow Launch at $997 one time, one price for everybody. The first real quote is sent to a real client during the setup call, or the Launch is free. The first month of the subscription is included in the Launch. After that it is $99 a month on the Pro plan, or $199 on Team. WallFlow offers a 7-day free trial of the Team plan with no credit card, limited to 5 estimates, 5 customers and 3 team members. There is no free tier: when the trial ends you choose a plan. What a custom build costs breaks the numbers down further.
Questions
What happens to my existing pricing formulas?
They are the specification. The build starts from the business's real spreadsheet and rebuilds those rules as the estimating engine, because a vertical whose math does not match what the business already does is a vertical nobody will use.
What if it does not actually save time?
If WallFlow does not save the business five or more hours in the first thirty days, the subscription is fully refunded and the data is exported back to Excel. That is stated as a term rather than as reassurance.
Is there a free trial to test it with my own numbers?
Yes. The trial runs 7 days on the Team plan with no credit card, capped at 5 estimates, 5 customers and 3 team members, which is enough to price real jobs with your own numbers. There is no free tier: when it ends you choose a plan. Most people skip it and start with the Launch instead, because a trial leaves the setup work with you and the Launch does not.
If none of this fits your process
The same core gets rebuilt around a business’s own objects when an off-the-shelf shape does not fit. That is a separate piece of work with its own scope and its own price.
How a custom build works →