See which quote is where.
Track every deal on one board with TiosCRM sales pipeline management.
Every deal sits in a stage: talked, quoted, awaiting decision. Drag it, the stage changes; look, and the status is clear.
"Who quoted what, and for how much?"
Quotes go out; some in a diary, some in mail, some just in someone's head. At month end, how many are out there, which is hot, which went cold, no one is tallying. The pipeline replaces that mess: every deal on one board, with its stage.
The quote sits right at the center of the sale.
A deal opens, a quote goes out, a reply is due. Everything about the quote gathers on one card — nothing scatters, nothing gets lost.
Quote from products, fast
Pick from your product and service catalog and a quote builds itself; price, quantity and discount are calculated automatically.
Add notes
Drop internal notes onto the quote: on what terms it was given, where there's room to negotiate — so the team sees it.
Attach calls and tasks
Add the call, the meeting and the follow-up task to the same place; who calls back and when is clear.
Documents and files
Contracts, specs, images — attach the files tied to the quote, all kept right next to it.
PDF quote in one click
Export the finished quote as a branded PDF and send it straight to the customer; every version stays on record.
Track the status
Sent, viewed, accepted, declined — the quote's status shows on the pipeline, so nothing awaiting a reply is forgotten.
A quote never stands alone
A deal starts in Leads, the quote draws from Products; once accepted it lands on the Customer Card, follow-up drops into Activities, and results add up in Reporting. Every app shares the same record.
Let us call you, start using it.
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no technical skills needed