Looking for a simple and efficient way to manage your quotes and drive sales? Yoneos CRM is the solution for you!
Yoneos CRM offers a range of advanced features for quote management, allowing you to save time and boost your productivity. 🚀
1. Quote Automation: Simplify Your Day
Say goodbye to repetitive tasks and save valuable time with quote automation. ⏱️ Yoneos CRM allows you to:
Create quotes in just a few clicks, using pre-designed templates or customizing your own.
Automatically generate quotes, based on products or services selected from your database.
Send quotes via email in a few clicks and track their status in real-time.
2. Customizable Quote Templates: Adapt to Your Needs
Yoneos CRM gives you the ability to create custom quote templates, tailored to your brand image and specific needs. 🎨
Choose from a variety of pre-designed templates or create your own freely.
Customize your templates, adding your logo, colors, and legal disclaimers.
Add terms and conditions, notes, and additional information.
3. Quote Tracking: Stay in Control of Your Pipeline
Yoneos CRM lets you track the status of your quotes in real-time and make informed decisions. 📊
Visualize the status of your quotes: in draft, sent, accepted, declined.
Set up reminders to follow up on quote progress and avoid delays.
Track activities related to your quotes, such as email sends, phone calls, and notes.
4. Automated Quote Calculations: Get Accurate Quotes Instantly
Yoneos CRM includes automatic calculation features, allowing you to generate accurate quotes in seconds. 🧮
Set prices and margins for your products and services.
Apply discounts and promotions automatically.
Automatically calculate shipping costs based on the delivery location.
5. Integration with Accounting Systems: A Seamless Workflow
Yoneos CRM seamlessly integrates with your accounting systems, simplifying your processes and preventing errors. 🤝
Synchronize your data between Yoneos CRM and your accounting systems.
Automatically import invoices and payments into your accounting systems.
Manage your finances centrally and efficiently.
6. E-Signature Functionality: Speed Up Your Processes
Yoneos CRM allows you to get e-signatures on your quotes, saving time and streamlining your processes. ✍️
Send your quotes to your clients and get their e-signature.
Secure your documents and reduce fraud risk.
Save time by eliminating paper processes and postal mail.
7. Multi-Language Quote Creation: Reach a Wider Audience
Yoneos CRM lets you create quotes in multiple languages, allowing you to target an international market. 🌎
Choose from a variety of languages for your quotes.
Adapt your templates to the linguistic specifics of your target market.
Expand your customer base and boost your international sales.
8. Discount and Promotion Management: Enhance Your Attractiveness
Yoneos CRM allows you to manage your discounts and promotions effectively, helping you retain customers and drive sales. 🎁
Create custom discounts and promotions for your customers.
Configure rules for the application of discounts and promotions.
Optimize your pricing and increase your profitability.
9. Shipping Cost Management: Simplify Logistics
Yoneos CRM lets you easily manage the shipping costs of your quotes, providing your customers with a smooth and transparent experience. 📦
Automatically calculate shipping costs based on weight, size, and delivery location.
Choose from different carriers and compare their rates.
Track your shipments in real-time and stay in touch with your customers.
10. Item and Service Details: Offer a Complete Customer Experience
Yoneos CRM allows you to add precise details about your items and services in your quotes, providing your customers with comprehensive and relevant information. 📄
Add detailed descriptions of your products and services.
Insert images and videos to illustrate your offerings.
Create complete and professional quotes that will convince your customers.
11. Quote Version Control: Keep Track of All Changes
Yoneos CRM lets you track the different versions of your quotes, allowing you to keep track of all changes and avoid errors. 📑
Access the version history of your quotes.
Visualize changes made to each version.
Easily restore a previous version if needed.
12. Quote Reports and Analytics: Make Informed Decisions
Yoneos CRM allows you to generate reports and analytics on your quotes, enabling you to make informed decisions and improve your performance. 📈
Create custom reports on your quotes.
Analyze the performance of your quotes and identify areas for improvement.
Optimize your sales strategy and increase your conversion rate.
13. Customer Segmentation: Optimize Your Communications
Yoneos CRM allows you to segment your customers based on different criteria, letting you personalize your communications and increase your efficiency. 🎯
Create customer segments based on their profile, needs, and purchase history.
Send personalized communications to each customer segment.
Optimize your marketing campaigns and get tangible results.
14. Quote Segmentation: Adapt Your Offers
Yoneos CRM allows you to segment your quotes based on different criteria, enabling you to tailor your offers to the specific needs of each customer. 📊
Create quote segments based on products, services, prices, and promotions.
Adapt your quotes to the specific needs of your clients.
Increase your conversion rate by offering relevant deals.
15. Quote Customization: Create a Unique Experience
Yoneos CRM lets you customize your quotes, allowing you to create a unique and memorable experience for your customers. ✨
Add custom visual elements to your quotes.
Integrate personalized messages for each customer.
Create quotes that reflect your brand image and the value you bring to your customers.
16. Quote Collaboration: Work as a Team
Yoneos CRM lets you easily collaborate on your quotes, allowing you to share tasks and speed up your processes. 🤝
Give access to quotes to members of your team.
Collaborate on writing and validating quotes.
Save time and improve the quality of your quotes.
17. Email Integration: Optimize Your Communications
Yoneos CRM seamlessly integrates with your email platforms, allowing you to manage your communications effectively. 💌
Send quotes directly from your inbox.
Track open and click-through rates of your emails.
Automate your email sends for quotes and follow-ups.
18. Calendar Integration: Schedule Your Tasks
Yoneos CRM integrates with your calendars, allowing you to schedule your tasks and track the progress of your projects. 🗓️
Schedule reminders for quote follow-ups.
Synchronize your calendars to manage your appointments and activities.
Manage your time efficiently and productively.
19. Notification Management: Stay Informed in Real-Time
Yoneos CRM allows you to receive real-time notifications on important events related to your quotes, keeping you informed and enabling you to act quickly. 🔔
Receive notifications for new quotes, quote changes, e-signatures, and payments.
Stay informed about important activities and make informed decisions.
Manage your workflow efficiently and proactively.
20. Security Features: Protect Your Data
Yoneos CRM implements robust security features to protect your data and ensure the confidentiality of your information. 🔒
Data encryption to protect your sensitive information.
Access control to restrict data access to authorized users.
Regular backups to ensure data recovery in case of issues.
In summary, Yoneos CRM is a comprehensive and powerful solution for quote management. It allows you to automate your tasks, save time, increase your productivity, and boost your sales.
Don’t wait any longer, try Yoneos CRM today and discover how it can transform your business! 💪