CRM Plan – 5 User License

Price range: $25.00 through $250.00

Control information in real time and create positive experiences for your customers. Simplify and automate marketing and sales management, strengthening customer relationships while increasing your company’s profitability and growth.

With efficient quotation management, you will be able to:

  • Generate quotations based on customer requirements.
  • Track opportunities according to the product sales cycle.
  • Effectively convert sales quotations into confirmed sales
  • Control budgets based on associated costs.
  • Stay informed about the status of each quotation.
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Control information in real time and support better management decisions.

By managing customers, products, pricing, and generating instant reports, you will be able to:

  • Manage customers according to their status.
  • Control price lists by product or service category.
  • Register customized catalogs.
  • Generate reports of products purchased by a specific customer.
  • Identify top customers by time period and salesperson.
  • Review quotations by date, salesperson, customer, and category.
  • Create sales projections by salesperson and time period.

 

Increase productivity by optimizing the sales process.

With proper sales management, you will obtain:

  • Real-time summaries of quotations and sales performance.
  • Quotation reports filtered by date range, salespeople, customers, categories, and quotation status.
  • Best-selling products by salesperson and time period.
  • Reports of products purchased by a specific customer.
  • Identification of top customers by time period and salesperson.
  • Quotation search by date, salesperson, customer, and category.
  • Sales projections by salesperson and time period.

Additional information

Payment Selection

Annual, Monthly