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SuperOffice CRM QuoteManager
by Redcastle We all know how easy it is for our business systems to suffer when we’re under constant pressure to meet tight deadlines. However, when it comes to quoting for potential work, cutting corners is simply not an option. With so many quotations being produced by so many salespeople up and down the country, you need to rely on a system which lets you keep track of exactly what’s going on at any particular time, whilst maintaining the high standards of your external communications.
Purpose built with your needs in mind QuoteManager has been purpose built by Redcastle CRM to help you produce highly professional quotations, quickly and accurately. Every quotation you issue is kept on file where you would expect it, in the company activity within SuperOffice CRM, and because the program features the ability to carry out targeted searches, you can call up old quotes instantly to deal with any queries with maximum efficiency.
Fully integrated with SuperOffice CRM QuoteManager also lets you examine the pricing of your products in more details. The program splits each item into its component parts so you can see the individual cost and, if required, alter specifications and make savings. The entire pricing capability is supported by a database of parts, which lists each component and its price. If the cost of components change, all you have to do is input the new price in the database and the costs and margins of each product containing that component will automatically be updated.
Produces consistent, high quality quotations Having issued a quotation to a customer, if a modification is required, it is a simple process to revise the quotation to adjust the content, structure or any other detail of the quotation. The quotation is automatically up-issued with a new quotation number and you have the opportunity to record the revision history for future reference. An advanced search facility lets you carry out filtered searches, for example by quote number of company name, giving you almost instant access to the information you need to have at your fingertips.
Customisable to your specific requirements QuoteManager is compatible and fully integrated with SuperOffice CRM companies, contacts, documents, activities, projects forecasts. QuoteManager can be customized to address your specific work requirements.
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