Our CRM can help you send offers faster by streamlining your sales process and providing tools to automate tasks such as creating quotes and proposals. With SellCRM, you can also track the status of your offers and receive notifications when they are opened or accepted, allowing you to follow up with customers more effectively.
With the help of document templates you can create an offer template or a contract for example, and you can reuse this template in a dynamic way when creating documents.
Through the documents, you can create an offer, a contract or another useful document, based on a previously created template that you can assign to a client or employee.
All your documents can be organized in a file manager specially designed to facilitate the work with the generated files.
Invoices are created automatically after you complete an opportunity.