CRM is a software for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support
- Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks.
- Sell more: propose extra options, apply closing triggers, discounts and more.
- Get custom alerts for relevant activities, and use email gateways to automatically attach email communications to the right order. Communicate easily by designing email templates for on boarding etc.
- Design, implement and adjust your pricing strategy to maximize benefits
- Use price list rules to compute the right price based on customers conditions.
- Convince customers with discounts and coupons.
- Convert quotation into sales order in a click.
- Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and up selling.
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