Customer relationship management
Generate branded offers, manage offer stages, and automate item generation from your internal catalogue. Complete CRM that connects offers to clients, orders, and finance for streamlined sales.
Powerful branded offers management
Generate professional branded offers with your company logo and styling. Track offers through multiple stages and automatically populate items from your internal catalogue of products and services. Link offers to clients, convert to orders, and connect to finance for complete sales cycle management.
Offers management
Create, track, and manage branded offers from draft to acceptance with automated item generation based on your internal catalogue.
Branded offer generation
Create professional, branded offers with your company logo and styling.
Offer stages
Track offers through multiple stages: draft, sent, under review, accepted, rejected.
Auto-generated items
Automatically populate offer items from your internal catalogue of products and services.
Item management
Add, edit, and customize items in offers with pricing, quantities, and descriptions.
Activity tracking
Log calls, meetings, emails, and notes for each offer.
Team collaboration
Share offers, assign tasks, and coordinate with sales teams.
Complete client database
Maintain detailed client profiles with contact information, communication history, contracts, and related documents. Link clients to projects, invoices, and services for a 360-degree view of each relationship.
CRM features
Everything you need for client relationships and offer management.
Branded offer generation
Create professional offers with company branding and styling.
Internal catalogue
Access your catalogue of products and services for auto-generation.
Offer stage tracking
Track offers through draft, sent, review, accepted, and rejected stages.
Client linking
Link offers to client profiles for complete relationship view.
Order conversion
Convert accepted offers to orders automatically.
Activity tracking
Log calls, meetings, emails, and notes for each offer.
Connected to your entire business
CRM doesn't exist in isolation. Connect customer data with HR records, financial transactions, and operational activities to understand the full picture of each client relationship.
Results with CRM
Time saved on offer creation
Offer-to-order conversion
Client response time
Professional branded offers
Use cases
Perfect for businesses that need to track customer relationships and sales.
Sales teams
Track opportunities and manage pipeline effectively.
Account managers
Maintain client relationships and track communications.
Service companies
Manage client projects linked to deals and invoices.
Recruitment agencies
Track client orders and candidate placements.