Free demo
Menu

Opportunities

From first contact to the final quote.

Free demo See pricing

Lead pipeline

Business opportunities come in through different channels, but they're all managed in one place.

  • Centralized information
  • Different entry points, the same experience
Requests from several channels (website, messages, email, phone and forms) gathered into a single opportunity list

Visits and activities

Schedule, reschedule and log site visits. Create tasks and follow-ups with deadlines, and see everything on a timeline.

  • Follow-ups with deadlines
  • Timeline per opportunity
Calendar with a rescheduled visit, linked to a task list with deadlines

PDF quotes

Generate the quote as a PDF with your company details, terms and validity. Create new versions, email it to the customer and resend when needed.

  • Quote versions
  • Configurable terms and validity
Two versions of a PDF quote, linked to each other

Partner quotes

Request quotes from partners or suppliers automatically and record each one's price and availability.

  • Partners by work zone and area
  • Price recorded per quote
Quote request sent to three partners, with the chosen proposal highlighted

Also included

  • Contacts

    Manage your customer portfolio and their contacts.

  • Service types

    Configurable service types, tailored to your business.

  • Status history

    Every status change is recorded.

  • Alerts

    Alerts for quotes, visits, activities and much more.

Other modules Explore the other modules They all share the same employees and teams. Start with one and add others when you need them. See modules

See CRM in action.

We'll walk you through the modules that matter to your company, using sample data.

Free demo