I got tired of quoting software trying to be a CRM

That’s a great question, because in SaaS, just letting a trial roll over isn't always enough proof of a permanent switch.  Since we have a 7-day trial with a credit card required upfront, the financial conversion is one indicator, but the behavioral proof is what really matters to me.  For me, a user has officially replaced their old workflow when they hit these three milestones during or right after the trial:  1.The "Aha!" Moment: They create a quote on the fly, customize a service line item directly in the editor, and send it in under 2 minutes. This proves they experienced the friction-free workflow I designed. 2.The Client Loop: Their actual client opens the link and clicks "Accept". Once a job is officially booked or accepted through an EZINDRA link, the tool is no longer an experiment—it's part of their business operations. 3.The Clean Cut: They stop jumping back to their old CRM just to double-check formatting or re-create the same quote "to be safe". If they do those three things and let the first payment process after day 7, I know EZINDRA didn't just get trialed—it successfully broke their old habit.