Customers & Quotes
Customers, deals and quotes in one place.
CRM · quotes
Customer and quote management for teams that sell industrial equipment: companies, contacts, deals, installed machines and quotes in one place; a quote is configured, priced and sent in minutes.
Today and after
Today: Quotes live in Excel and nobody knows which version is the latest.
With Customers & Quotes: Every quote, with its version and price, on the customer’s card.
Today: Customer threads sit in personal inboxes.
With Customers & Quotes: Calls, visits and emails on one timeline.
Today: Nobody knows which deal needs a call this week.
With Customers & Quotes: Deals with an overdue next step in front of you every morning.
What it does
Sales board
Deals by stage with value and next step; drag them forward.
Quote builder
Model, options, quantity, discount and delivery terms; live price and a printable quote.
Customer card
Contacts, installed machines, open quotes, service requests and the full history.
Tasks
Calls, visits and follow-ups on a calendar; overdue work in red.
Reports
Won and lost, stage conversion, revenue by product family.
Tied to web and portal
A request from the website becomes a deal; a delivered machine moves to the service portal.
What it connects to
- Website quote forms
- Service portal
- ERP accounts and orders
- PDF quote templates
A typical project
- Scope
- A sales team, a product catalogue and a quote template; website and ERP links optional.
- Duration
- 4–8 weeks
The demo runs entirely in your browser on simulated data. Let us talk about how it would look on your own line.
