CRM with quoting software free for small business to enhance sales
CRM with quoting software is an integrated version of CRM software and quoting software to improve the overall sales workflow of small business enterprises. Catalystk offers one of the best CRM with quoting software to build good customer relations, offer business proposals or quotations and easily drive them into sales. Unlike other software, CRM quoting software provides you more than just CRM, where you can manage leads, prospects, automate quote requests, send quotes, track quotes, and close business deals effectively. Catalystk CRM with quoting software is 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.
What is a quotation in CRM?
A quotation is a business proposal for the products or services offered by the seller to the buyer. Most CRMs are integrated with such quotation tools to maintain good customer relations as well as enhance the quoting and sales process.
Catalystk CRM software with quoting with features to auto-capture and manage leads, share customized quotations, track quote status, and close sales deals effectively.
Catalystk CRM quoting system integrated with unique features to boost the business revenue and increase sales. The CRM quoting tool eases lead management with features to auto-capture leads from business promotions, assigning leads, set follow-up reminders, log lead conversations, group leads, and track lead status. In addition to the CRM tools, you can manage business deals and send customized quotes to all your potential customers. Using the software custom quotations can be created with images, logos, discounts, offers, notes, terms, product grouping, and many more. It ensures accuracy and quick quoting by providing easy data access, print and mail options to share quotations. The application allows you to track and follow up on leads and quotes independently, thus accelerating sales deals and promoting sales growth.CRM quotation 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 CRM quotation management software provides tools to automate CRM, quoting, and invoicing from a single software platform.
The CRM software with quoting offers add-on features to automate invoicing, thereby providing a one-stop software solution. With CRM quoting software platform you can send proposals, track the quotation approvals and convert them into sales orders and invoices in just one click. You can generate tax invoices with accurate price calculations, mail invoices, record customer payments, track outstanding payments and send payment reminders. The CRM quoting platform provides up to date reports such as lead reports, quotation reports, failed proposal reports, invoice reports, high-selling product reports, product sales reports, etc. You can retrieve 500+ reports in excel format.
