Functional packageLead Conversion
From first contact to signed contract.
A pipeline with a next action for every lead, and an honest figure of how many leads become a contract and how long that takes. It also runs on its own next to the system you already have.
You build directly with the builder and set it up for your company.
- Lead
- Quotation
- Contract
Built on our own core
01What the package does
- 01Lead with its source
- 02Duplicate check
- 03Pipeline with fixed stages
- 04Next action with a date
- 05From won lead to quotation, and then to contract
- 06Importing leads and business relations as CSV
- 07Export as CSV and pdf
- 08Works without the rest of the ERP
02Connections
Connects to what you already have.
Campaigns and mail stay in the tools you already use for them.
- Export of your financial administration in an open format, as an audit file, and lists as CSV.
- Import relations as CSV, and export as CSV and pdf.
What needs your attention shows up as a signal on your own screen.
