CRM with quote management for small business to improve sales
CRM with quote management is an integrated version of CRM and quoting software to enhance customer relations and share professional proposals or quotations. Catalystk offers one such CRM software with quoting tools specifically developed for small business traders and manufacturers. It provides one of the best CRM with quoting software with an easy and simple user interface that lets you quote products and share them with your customers within minutes. It saves quoting time and accelerates sales deals by providing centralized data storage to access customer data, inventory, and other business details. Catalystk CRM with quoting software is 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.
What is a quote in CRM?
In CRM software, a quotation or a price quote is a formal business proposal sent to the customers for the products or services offered. Most CRMs are integrated with such quoting tools to enhance business relations with customers and accelerate sales deals.
Catalystk CRM with quotation management provides features such as lead auto-capture, followups, deal management, print, and email quotations.
Catalystk CRM quotation management software provides a fully integrated CRM quoting tool for lead and sales deal management. The leads or the CRM module of the software embeds features such as lead auto-capture from business promotions, customer followups, grouping customers, record and save conversations, missed follow-up notifications, etc. Furthermore, sales deals can be managed efficiently with options to set targets for the sales team and track achievements. The quotation template allows you to generate, revise and deliver quick, personalized, professional, and accurate price quotations. Quotes can be retrieved in pdf or letterhead format, shared via mail option with details such as product price, image, discounts, business terms, logo, additional notes, header and footer image, and many more.CRM with quoting 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 CRM quotes software enhances sales management and tracking with options to set quotation reminders, followups, track quote status, and convert them into orders.
CRM quote management software simplifies and automates the sales processes with multiple other unique features. The entire quote-to-order process can be automated with good quote tracking features. You can set quotation reminders, assign and followup quotes, track the quotes approved and transform them into sales orders or tax invoices. All the existing or revised quotations can be recorded and saved and daily reports of the same can be generated in excel format. The reports module with enhanced reporting features provides daily quotation reports, failed proposal reports, product sales reports, sales projections, and many more.
