Sell more
In short
A CRM with quoting centralizes your leads and customers, logs every conversation and tells you who needs follow-up. When the customer is ready, you create the quote with your prices, it goes out as a PDF proforma by email and, once approved, becomes an order or electronic invoice without retyping any data.
Challenges
What's included
Web forms, WhatsApp and email land in a single inbox, with source and owner.
Configurable stages, drag and drop, and estimated value by stage and by salesperson.
Products and prices from your catalog, controlled discounts and a branded PDF proforma.
Call or visit reminders, and alerts when a quote has gone days without a response.
An approved quote becomes an order or electronic invoice in one click.
The customer's conversations, quotes, invoices and balances on a single screen.
Key questions
What to know about CRM and quotes
A CRM, or customer relationship management system, stores the information and history of every lead and customer. An SME needs one when sales depend on the memory of a few people, when opportunities are lost for lack of follow-up, or when nobody knows how many quotes are still open.
By keeping your product and price catalog inside the system, with templates for commercial terms and automatic tax and discount calculations. The salesperson picks products, adjusts quantities and sends the PDF proforma in minutes, confident that the prices are up to date.
Because then the sale never has to be typed in again. The approved quote generates the invoice with the same data, the balance shows up in accounts receivable and the salesperson can see whether the customer has paid. It avoids errors and measures what was actually collected per salesperson.
Comparison
| Aspect | Custom | Off-the-shelf |
|---|---|---|
| Stages and fields | Those of your own sales process | Configuration limited by plan |
| Pricing and discount rules | Your own price lists, discounts and approvals | Generic templates |
| Getting started | In phases, starting with the pipeline | Immediate with standard processes |
| Link to invoicing and inventory | In the same system | Separate integrations |
| Your data | In your own database | On the vendor's platform |
FAQ
Yes. They log visits, create quotes and look up customers from their phone's browser.
Yes. We load your customer and lead base from Excel or from the system you use today.
It's configured by role: a salesperson can see only their own accounts while management sees the entire pipeline.
Yes. The PDF includes your logo, tax details, commercial terms and how long the offer is valid.
It depends on the channels, the stages and the integrations with invoicing or inventory. We send you a fixed quote broken down by phases after a free assessment.
Add-ons
Tell us how you work today and we'll suggest where to start. The assessment is free.