Yoneos CRM is a comprehensive solution that helps you manage your quotes, from the initial draft to contract signing. With its intuitive and powerful features, you’ll gain efficiency and professionalism.
🚀 Simplify Quote Creation and Management:
- Easy creation and management: Create quotes in just a few clicks, without needing any special technical skills.
- Customizable quote templates: Adapt your quotes to your brand image using pre-designed templates or create your own.
- Automatic price and total calculations: Say goodbye to tedious calculations! Yoneos CRM automatically calculates prices and totals, saving you time and preventing errors.
- Real-time quote tracking: Keep an eye on the status of your quotes with a real-time tracking system.
- Email quote delivery: Easily send your quotes via email with a professional design.
📈 Increase Efficiency and Professionalism:
- Integration with billing systems: Simplify your workflow by integrating Yoneos CRM with your billing systems.
- Quote version management: Keep a history of changes made to your quotes for accurate tracking.
- Adding terms and conditions: Easily integrate your terms and conditions into your quotes for maximum clarity.
- Ability to modify quotes after sending: Edit your quotes at any time, even after sending, for optimal flexibility.
- Quote status tracking: Easily understand the status of your quotes with a clear tracking system (draft, sent, accepted, declined).
🤝 Collaborate Effectively and Manage Access:
- Creating quotes from opportunities: Create quotes directly from opportunities for a smooth and efficient process.
- Quote archiving: Easily archive your quotes and quickly find them using an intuitive search function.
- Quote search and filtering functionality: Filter your quotes by date, status, client, etc. for simplified management.
- Reports and analytics on quotes: Get valuable insights into your performance and identify trends.
- Integration with other CRM tools: Integrate Yoneos CRM with other CRM tools for centralized data management.
- Automation of quote-related tasks: Automate repetitive tasks such as sending quotes or generating reports to save time.
- Collaboration between team members: Share quotes with your colleagues for optimal teamwork.
- Access control and permission management: Manage access rights and permissions to ensure the security of your data.
- Data security: Benefit from a secure platform to protect your sensitive information.
- User-friendly interface: Yoneos CRM offers an intuitive and user-friendly interface, accessible to everyone.
🚀 In conclusion, Yoneos CRM provides you with the tools you need to manage your quotes efficiently and professionally. Streamline your processes, boost your productivity, and focus on growing your business.