Are you a business looking for a simple and effective tool to manage your quotes and invoices? Yoneos CRM Free could be the perfect solution for you! 💡
Yoneos CRM is an intuitive platform that allows you to simplify your business processes, from quoting to invoicing, to payment tracking. Discover how this free CRM can help you optimize your financial management and improve your productivity.
Quote Management: From First Contact to Signature 🤝
Create professional quotes in a few clicks:
Customize your quote templates to reflect your company’s image.
Easily add items, descriptions, and prices with an intuitive management system.
Automatically calculate the total and add applicable taxes.
Simplified quote tracking and conversion to invoices:
Send your quotes by email and track their status in real time (pending, accepted, declined).
Convert an accepted quote to an invoice with a single click.
Manage your active quotes and identify sales opportunities.
Automatic Invoicing: Save Valuable Time ⏱️
Automatic invoicing:
Automate invoice creation from accepted quotes.
Save your invoice templates to save time.
Easily manage payments, reminders, and credit notes.
Sending and tracking invoices:
Send your invoices by email with built-in tracking.
Access detailed reports on the status of your invoices and payments.
Manage late payments and optimize your cash flow.
Key Features for Optimal Management 🧰
Yoneos CRM Free offers a wide range of features to support you daily:
Contact management: centralize your customer and prospect information.
Customer database: segment your customers and optimize your marketing campaigns.
Task automation: automate repetitive tasks and save time.
Integration with other tools: connect Yoneos CRM to your favorite tools (accounting, email marketing, etc.).
Reporting features: track the evolution of your business and identify areas for improvement.
Performance analysis: visualize the performance of your teams and assess your sales efforts.
Technical Support and Free Trial 🚀
Enjoy responsive technical support and comprehensive documentation to guide you through using Yoneos CRM.
Try the platform for free and discover for yourself its ease of use and numerous advantages.
Yoneos CRM Free: a simple, comprehensive, and accessible solution for managing your quotes and invoices.