Don't let a quote disappear after it's sent.
Prepare, send and track every quote with TiosCRM quote management.
Most deals start with a quote, but the follow-up lives in Word, email, or someone's memory. TiosCRM prepares, sends and tracks quotes: which customer got what, approved or pending; all in one place.
"What happened to that quote?"
A quote goes out, a week passes, no one follows up. When the customer calls you can't recall which version you sent; did the price change, was a discount discussed, it all gets muddled. In Quote Management every quote is on record: to whom, when, which price; those awaiting approval stay in front of you.
What's on the screen?
Fast quote building.
Pick your products and services, enter quantity and price; the quote is ready in minutes.
Status tracking.
Draft, sent, approved, rejected; see which stage every quote is at, at a glance.
History and versions.
Past quotes and revisions for the same customer; which price was discussed stays on record.
Approval-driven follow-up.
When it's time to chase a pending quote, Activities reminds you; no quote is forgotten.
Where the quote fits in the flow
An opportunity from Leads moves through the Pipeline; once a quote is approved the customer history lands on the Customer Card, and follow-up dates are kept in Activities.
Let us call you, start using it.
Leave your number; we'll call the same day and set up your account together. Or start on your own right now.
no technical skills needed