Module 3 of 8
Every customer file shows contacts, revenue and running projects. Quotes move through a clear pipeline, and customers find their documents in their own portal.
How it works
Contact details, contacts and history sit in one file. Nothing gets lost between emails.
Every quote has a status: open, accepted or declined. The pipeline shows what needs attention.
Customers see their quotes, invoices and documents themselves, so you do not have to chase them.
Master data, projects, quotes and revenue of a customer at a glance.
Quotes as cards in columns. You see at once which requests still await an answer.
Your customers log in and fetch their documents and invoices themselves.
The live showcase shows the customer file, pipeline and customer portal. We are happy to set it up for your business.
