Quotation Management System
A quotation Management System allows all your companies profiles on different platforms to come into one and identify the lead and then you can move forward with the sales in production. A quote is like a fancy resume of your product that you show to your customers. You can manage all the things related to your products and generate a quote for the same in our software which helps you close the deal in a more efficient way. EZCRM provides you with the following features:
Contact and impress your customers with quotations.
A quotation Management System allows all your companies profiles on different platforms to come into one and identify the lead and then you can move forward with the sales in production. A quote is like a fancy resume of your product that you show to your customers. You can manage all the things related to your products and generate a quote for the same in our software which helps you close the deal in a more efficient way. EZCRM provides you with:
Terms & conditions
Create and manage multiple Customers specific terms and conditions. Which means creating different terms and conditions for different customers with EZCRM.
Multiple version of quote
Create multiple versions of your quote in EZCRM. For instance, Generated quote, follow up, accepted, rejected and latest version of the quote is all displayed clearly in EZCRM.
Manage item wise gst(%) and supply price
Managing GST % is not troublesome anymore! Supply price and gst % can be changed according to the products in EZCRM.
Upload client requirement in EZCRM
Upload and Send your support file or client requirement file link in quotation.click on “create quotation”, scroll down and attach file client requirement effortlessly in EZCRM.
Download quotations with or without price
Download quotations with or without price with your company signature. You can remove price per product and can only show final price as per your requirement in EZCRM.
Use your single created quotes for different customers
Use your single created quotes with quote copy and edit functionality. Send the same quotes to different customers with the same requirements. Just edit a bit and send it to customers
Agent wise max discount in quotations
Manage agent wise max discount in quotations. Fix a discount percentage for a particular agent. Beyond the fixed percentage, discount cannot be allowed.
EZCRM
EZCRM Mobile Application
EZCRM comes with a mobile application which is equipped with all the features and lets you do all the tasks from your phone from anywhere in the world. You get all the reminders on your phone and can check the status of your leads right there on your phone. Ours is the best CRM software in India.
Track your customers lifecycle
Lead Management
Reporting
Automated Emails
EZCRM in mobile
Connect with customers
Managing your customers doesn’t have to be hard.
Every business is racing towards increasing their numbers and a customer relationship management software helps you get there faster while avoiding any obstacles and hurdles. Managing customers can be a headache when you have manually input all the things and take care of each and everything on your own. EZCRM assists you in all these things while building personal and effective relationships with your customers which helps you serve them better and in turn increase your revenue!
