Manage your customer base and contracts
Manage your customers, quotes, contracts, and much more
In iGEO, you will have access to each of your customer’s documents. You may customise and email these to them.
In addition, each time you create a document, it may be automatically saved, so that your customers may sign it on the Customer Portal.
Create and customise all you company's documentation
Manage the complete sales process on the CRM module.
On the follow-up dashboard, you will be able to detect at a glance the customers to contact, as well as to review quotes previously sent.
Each sales representative will get a list of the customers managed by them in order to make a business visit or to schedule it on their own diary.
The whole process will be accelerated, as well as the management of contract renewals, quotes, and sales to each customer.