CRM & Quoting
- Manage every aspect of your customer relationship from prospect to customer, quote, job and order tracking, invoice and payment history to activity log for emails, calls, meetings, etc.
- The customer database tracks multiple contacts and delivery addresses, head office billing information, job and invoicing requirements, and so on.
- An integrated call centre management system gathers date and time stamped customer calls and initiates resource activities to monitor and progress the customer call through to its conclusion.
- You may choose to add the frequently asked questions to your business knowledge base in Ostendo.
- A complete call history and quote history is maintained including conversions to actual orders.
- Quotes can be converted into sales orders or jobs at any time.
- Quotes have an expiry date and must be converted to an order or changed to lost status with a reason code explaining the lost quote.
- Quotes can be prepared for products and services, made to order custom products and services through to complex labour, materials and sub-contracted jobs and projects.
- Special pricing rules can be automatically applied to quotes according to customer type and other pre-defined criteria.
