CRM – Quotes

CRM
Quotes

SMART

FAST

PRODUCTIVE

Create, send and perform follow-ups

Seize the control of your business and make proper decisions straight away

Design and customise your quotes, to which you may even add independent pieces or any other alternative documents of your choice (cover, dossier, offers, terms, etc.) so that they are merged in a single PDF.

Afterwards, email them to your customers, or even get them signed on their own devices or on the Customer Portal.

crm-quotes-igeo

Follow-ups in real time

If you are awaiting an answer by a customer, thanks to our quote follow-up menu and to its statuses (‘accepted’, ‘pending’, ‘rejected’, etc.), you may manage the situation in a quick and easy way.

Furthermore, you will be able to send a follow-up email to the customer in iGEO, and the process will be recorded on our note dashboard.

OTHER FEATURES