QuadCRM
Key Features
Customers, Prospects or Supplier Directory
This powerful feature allows you to customize your database of customers and prospects. You can easily search for the client by typing their name and the customer code that you have allocated to them into the system. In addition, you can record all information connected to a customer in this directory, including their email, language, the amount payable, date of purchase, and much more. When it comes to your prospects, you can connect a status to it, showing how close they are to making a purchase. You are also able to create and save any quotes for your clients using this feature.
Proposals Management
You can create an entire commercial or customer proposal very easily using this feature. With one simple click, you can have a quote or proposal ready, by using a previous proposal and predefined products. From there, you can send off your quotes directly from the application.
Contracts Management
QuadCRM gives you the power to fully manage all aspects of your contracts with this feature. From generating contracts to creating invoicing and tracking the status of each contract, all the information is available to you at a glance.
Other Features
With QuadCRM, you can also enable features that include opportunities, a help desk, and sale orders. These ensure that your sales team is working efficiently and that they have all the information they need to be successful at selling your products.