Tailored Quotes in CRM
Create highly customised and professional-looking quotes with CRM — no matter how complex your quoting process is.
Elevate your visual impact
- Web Quotes Templates in CRM allow you to insert product images, change the font, have fun with colour and arrange the layout to suit you.
Customising a Web Quote Template
An online customer Quote with product images
- Send quotes via email or SMS, even using your own email domain.
Sending a Quote with an Email Template
- Allow customers to reply and add comments to the quote online.
Q&A section on an online customer Quote
Endless pricing configurations
- Want to allow your customers to pay deposits or progress payments?
Taking a deposit on a Quote
Generating a deposit Invoice
Location-based price breaks
- How about complex pricing with unlimited price levels?
Configurable Price Breaks on a Product
Ditch the Excel spreadsheets
Process all orders in one convenient location, whether they’re manual, portal-based, WooCommerce or Insta-buy orders.
Customer orders via your online portal
Two-way integration with your existing accounting software means you have precise data right at your fingertips.
Centralise your sales workflow
CRM can increase your sales and boost efficiency and help you to manage your quote pipeline quickly and easily.
Quotes in Kanban view
With online quoting and smart lead allocation features, you can accept online payments via credit card or direct debit, create projects and assign tasks as soon as a quote is accepted.
Online deposit payment from a Quote