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CPQ CRM software free download for small business enterprises

CPQ CRM software for small business is a quoting software tool with CPQ CRM integration to organize, automate, and enhance customer relationships and the overall sales process. The configure price quote software combined with CRM (customer relationship management) provides easy access to the customer data, followup customers, build good customer relations, submit professional business proposals or price quotations and eventually win more business deals. The CPQ CRM software eliminates the difficulties of manual or spreadsheet quoting and provides quotations with accurate cost calculations. The CRM CPQ integration provides a one-stop solution to manage all the core functional activities and promotes long-term business growth. Catalystk CPQ CRM software is integrated with Lifetime free GST billing softwarefree CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.

 

CPQ CRM

Catalystk provides CPQ CRM software for small business with options to manage leads, followup customers, and generate personalized quotations.

Catalystk configure price quote software tool is a fully integrated CPQ and CRM software that facilitates sales processing. The leads module of the software provides features to build good customer relations such as lead auto-capture, data upload, follow-up reminders, track customer status, etc. The centralized data storage provides easy access to the customer data that simplifies the lead conversion process. You can easily submit formal and professional business proposals to your potential clients within minutes. The quotations generated using the software can be personalized based on the client and business needs with additional information like logo, images, notes, discounts, custom terms, and conditions. Add-on to these you can keep track of all the price quotes shared, quotation approval status and generate excel reports of the same.

 

CPQ CRM software features:

  • Quotation with images
  • Quotation grouping products
  • Revised Quotation
  • Quotation without image
  • Email Quotation
  • SMS Quotation
  • Quotation Follow-ups
  • missed quotation follow-ups
  • Proforma Invoice
  • Sales Order
  • DC
  • Invoice
  • Sales Projections
  • Sales achievements
  • Deals management
  • Task management
  • Leads management
  • Return Received
  • HSN Code
  • GST Calculations
  • Finance management
  • General Ledger
  • Client Ledger
  • Supplier Ledger
  • Pending Payments
  • Balance Sheet
  • Profit and Loss
  • Sales management
  • Procurement Management
  • Purchase Enquiry
  • Vendor Identification
  • Purchase Order
  • Goods Received Note
  • Goods Return
  • Purchase Invoice Verification
  • Purchase Invoice
  • Pending Purchase
  • Sales Work Flow
  • Manufacturing
  • Bill of Materials
  • MRP(Planning)
  • Job Work / Job Order
  • Work Order
  • Manufacturing process
  • Grouping
  • Follow Up
  • Excel Uploads
  • Excel Download
  • Automated Sales Order, Invoice mailing system
  • Reports

 

Catalystk offers free CPQ CRM software with options to automate the entire quotation to cash process and improve the sales and distribution process.

Catalystk provides configure price quote software with sales management software tool eases the sales workflow from a single software platform. The entire quotation to cash process can be automated like creating quotations, proforma invoices, managing sales orders, delivery, and dispatch details, and generate tax invoices. An existing quote can be converted into an invoice in a single click with features to manage the customer payments, send automatic payment reminders, track pending payments, and download ledger reports. The entire business process such as CRM, sales, purchase, inventory, finance, and accounting can be automated using the CPQ CRM software.

CPQ CRM software 

CPQ CRM software free download

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