CRM quote management software free download for business growth
Catalystk offers CRM quote management software which is the best, free CRM and quoting software for small businesses. CRM and quotation are the two most important factors that affect sales and business growth. The CRM Quote management system combines both customer management and quoting features to satisfy customer requirements. It is a combined system that helps you to build good customer relations, convert them into potential customers, and drive them easily into sales. The CRM and quotation software streamlines the entire sales cycle and increases the sales velocity thereby increasing the overall business revenue. The software provides lead management, deal management, and features to generate price quotations in a professional way in less time, thus enhancing and boosting up the sales activities. Catalystk CRM quote management software integrated with Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence (AI), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk free CRM quote management software eases customer followups, deal management, create and present price quotations to potential customers.
Catalystk CRM software with quoting is embedded with good CRM features to followup and enhance the business relations with the existing and new customers. The CRM module of the software helps you to auto-capture leads, maintain customer conversations, set follow-up reminders, map customer status, group customers, and many more. It helps you to manage business deals with potential customers and eases sales conversion. Each of the leads can be assigned to the sales team to ease lead processing. Once the leads are converted into potential customers, you easily generate and deliver a price quotation. The software centralizes information and helps to populate all customer, product/service data from the database with just a few mouse clicks while generating quotations. The quotations can be customized, revised, and delivered in multiple formats using the print and mail options. With such multiple features in a single system, you can easily create, deliver, and close sales faster.
CRM Quote management features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk Free CRM and quoting software helps to record, track the entire sales process and helps you to close sales deals effectively in less time.
The free CRM quote management system bridges the gap between CRM and quotation software where you can easily record and track customer information, quotation status, keep a record of the number of quotations shared, and the ones approved. In addition to quoting you can easily track the entire sales cycle with features to convert quotes to GST invoices, generate sales orders, proforma invoice, delivery notes, etc. The system also manages business finances where you can log customer payments, manage sales transactions, customer ledgers, pending payments, etc. You can generate more than 500 reports of all the day-to-day sales activities. Therefore, Catalystk provides one of the best solutions to control all the sales activities from a single quoting platform.
