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CRM


CUSTOMER RELATIONSHIP MANAGEMENT









PRODUCT LEVEL QUOTES & INVOICES

  • Add Products or Services
  • Add Customisable Tax Rates
  • Build Quotations from your product catalog
  • Accurate Revenue Forecasting
  • Electronic Signature of quotes
  • See how many views your quotes get in the view log
  • Create you own template for Invoices and Quotes
  • Add your own logo
  • Automatically convert quotations to invoices
  • Save as PDF