Introduction to Yoneos CRM
Yoneos CRM is a comprehensive software solution that helps you efficiently manage your customer relationships and optimize your sales processes. Among its many features, Yoneos CRM offers a powerful tool for creating and managing quotes and sales proposals. 🚀
Quote Creation Features
With Yoneos CRM, creating quotes is a breeze. You can easily:
Create quotes from scratch by entering essential information: customer, products/services, prices, payment terms, etc. ✍️
Use pre-defined templates to save time and ensure consistency in your documents. 📑
Add items and services to your quotes intuitively. 📦
Integrate product catalogs to simplify item selection and addition. 🛒
Quote Customization
Provide your clients with a unique experience by customizing your quotes:
Add your logo and company colors to reinforce your identity. 🎨
Insert images and personalized text to illustrate your products/services. 🖼️
Set specific payment terms according to your needs. 💰
Managing Items and Services
Optimize the management of your products and services:
Create a database of items and services with their descriptions, prices, taxes, etc. 🗄️
Add images to your items for a more appealing presentation. 📸
Manage inventory to avoid stockouts. 📦
Product Catalog Integration
Integrate your product catalogs for simplified management:
Import product catalogs directly into Yoneos CRM. 📥
Easily search and select items from your catalog. 🔍
Update your prices and inventory in real time. 📈
Automatic Price and Tax Calculation
Yoneos CRM simplifies your life by automating calculations:
Automatic calculation of prices and taxes based on quantities and rates. 🧮
Apply discounts and shipping fees based on your terms. 💸
Generate accurate totals and flawless quotes. 💯
Quote Preview and Printing
Review and print your quotes easily:
Preview your quotes before sending to avoid errors. 👀
Print your quotes in PDF format or as hard copy. 🖨️
Use professional templates for an impeccable brand image. 👔
Sending Quotes by Email
Yoneos CRM lets you:
Send your quotes by email directly from the app. 📧
Add attachments to your email. 📎
Track the status of your sends to ensure your clients have received your documents. ⏳
Quote Tracking
Stay informed about the status of your quotes:
Create quote statuses (draft, sent, accepted, declined, etc.) to track their progress. 🚦
View the modification history to retrace the steps of your quotes. 🔄
Receive notifications when your clients take actions (acceptance, rejection, etc.). 🔔
Sales Proposal Creation Features
Yoneos CRM provides the tools you need to create compelling sales proposals:
Use pre-defined templates to save time and ensure consistency in your proposals. 📑
Personalize your proposals based on each client. ✍️
Integrate content and images to illustrate your arguments. 🖼️
Generate professional PDFs with a polished design. 🎨
Offer an electronic signature for quick and efficient validation. 🖋️
Proposal Customization
Add your personal touch to your proposals:
Insert your logo and company colors to reinforce your identity. 🎨
Use personalized images and text to highlight your strengths. 🖼️
Set specific payment terms for each proposal. 💰
Content and Image Integration
Create engaging proposals:
Integrate text, images, videos, and links to enrich your content. 📝
Insert graphs and charts to illustrate your data. 📊
Add client testimonials to strengthen your credibility. 💬
Professional PDF Generation
Give your proposals a professional look:
Generate professional PDFs with a polished design and appropriate fonts. 🎨
Use pre-defined PDF templates for visual consistency. 📑
Print your proposals as hard copy if needed. 🖨️
Electronic Signature
Facilitate proposal validation:
Offer an electronic signature for quick and secure acceptance. 🖋️
Track the signature status to know if your clients have signed the proposal. ⏳
Create signature archives for efficient management. 🗄️
Proposal Tracking
Track the evolution of your proposals:
Create proposal statuses (draft, sent, pending signature, accepted, declined, etc.) to track their progress. 🚦
View the modification history to retrace the steps of your proposals. 🔄
Receive notifications when your clients take actions (reading, signing, etc.). 🔔
Converting Proposals into Quotes
Simplify converting your proposals into quotes:
Easily convert your proposals into quotes in a few clicks. 🔄
Reuse information from the proposal to create a quote quickly. ✍️
Manage price and condition changes directly in the quote. 💰
Task Automation
Save time and improve your productivity:
Automate sending emails for your quotes and proposals. 📧
Create reminders to ensure follow-up on your documents. ⏰
Configure automated workflows to manage your sales processes. 🤖
Integration with Other Tools
Yoneos CRM integrates with many popular tools:
Integration with payment platforms to facilitate payment for your quotes. 💳
Integration with marketing automation tools to maximize your sales efforts. 📣
Integration with messaging platforms for efficient communication. 📧
Benefits of Yoneos CRM for Quote and Proposal Management
Yoneos CRM offers you many benefits:
Time savings through task automation. ⏳
Productivity improvement by optimizing your processes. 📈
Increased conversion rates with professional proposals and quotes. ⬆️
Error reduction thanks to automatic information validation. 💯
Better customer relationship management* through efficient document tracking. 🤝
Conclusion and Call to Action
Yoneos CRM is the ideal solution for companies looking to simplify the creation and management of their quotes and sales proposals.
Try Yoneos CRM for free today and discover how this solution can help you boost your sales and improve your productivity! ➡️ https://yoneos.com