CRM quoting software free for small business to promote sales growth
Catalystk offers CRM quoting software which is a quotation software with CRM integration that helps small businesses to promote sales and business growth. The free CRM and quoting software helps you maintain good customer relationships while managing the sales process efficiently. The CRM quoting tool helps you to manage leads, provide follow-up reminders, and track the lead status, thereby providing you a complete report of all the new lead details and potential customers. The software helps you with instant quoting and present professional price quotations to the prospects, thereby allowing you to close business deals effectively and increase sales revenue. The software is specifically designed to ensure quick lead auto-capture and sales conversion. Catalystk free CRM quoting software is also integrated with Lifetime free GST billing software, free 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.
Catalystk provides CRM and quoting software free with multiple unique features to automate lead management and send customized quotations.
The CRM quotation software free for small businesses is embedded with multiple unique features to simplify the quoting process. The CRM module provides easy access to all the existing customer and leads information wherein you can auto-capture leads through business promotions, upload customer data, maintain all the business conversations, customer requirements, followup leads, categorize leads, and many more. The assign option allows you to assign lead information to your sales team and enhance the sales process. The software ensures quick quoting by allowing you to fetch customer and product data using the CRM and inventory tools. You can create customized price quotes in multiple formats and send them to the customers through mail and multiple print templates provided. Quotations can be generated with images, logo, notes, product grouping, multiple currencies, terms, and conditions, etc. In other words, quoting becomes faster, simpler, and professional using the CRM and quoting software.
CRM quoting system 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 provides CRM quotation management software with add-on features to track quotation status, manage orders, generate invoices, and retrieve sales reports.
The CRM quoting software is a combination of quotation and CRM software with add-on tools making it a complete sales management software. The sales and distribution module helps to automate an entire sales transaction. You can manage orders placed by the customer, submit quotations, set follow-up reminders, and track the quotation approval status. Convert all the approved quotes into sales and generate tax invoices in a single click and keep a record of all dispatch details, customer payments, outstanding amounts, ledger reports, etc. You can easily get access to all the sales-related data and generate detailed reports of leads, purchases, sales, inventory, and finance on a daily basis. It is an in one business growth software tool to upgrade the core functional activities of the business.
