CRM and proposals

The CRM entity includes customer accounts, leads, customer profiles, a timeline, segments, reminders, a proposal pipeline, and a sales summary.

What you get

"To be handled today" view
Proposal number, validity, versions
Pipeline stages and responsible person
One-time and recurring quote lines
Won quote → contract with one click
Quote communication: app, email, SMS, WhatsApp

Ask for more information

Request a demo or ask for more information via email.

Quote calculation

A quote has a quote number, customer, target, contacts, validity period, pipeline stage, responsible person, lines, taxes, subtotal, total, and monthly estimate. Quote lines support quantity, unit, unit price, VAT, product, and one-time or recurring (weekly, bi-weekly, monthly) billing.

Sales summary

Open leads and quotes, won/lost, conversion rate, lifecycle distribution, and lead sources are visible at a glance.

Reminder automations

After a quote is sent, reminders are not left to the salesperson's memory – automations handle them through agreed channels.

Related features

Contract invoicing Customer portal