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Description
An intuitive CRM platform enables you to engage with prospective clients throughout the enquiry and sales process, generate and distribute quotes effortlessly, and manage projects, tasks, and job assignments with simplicity while seamlessly sending invoices. Essentially, it boosts your productivity, allowing you to dedicate more time to expanding your business. Our system is operational around the clock, requiring only your username and password for access. The dashboard leverages sophisticated algorithms and extensive coding to learn from your interactions, personalizing the experience and providing crucial insights at a glance regarding quotes, estimates, and invoices, empowering you to make informed business decisions. Enjoy a comprehensive overview of all your transactions presented on a visually appealing mobile interface, where every action taken by your sales representatives on each deal can be logged, monitored, and followed up efficiently. You can also set up product or service SKUs, swiftly prepare estimates, and share them with clients for immediate approval, ensuring a smooth workflow. With these features, your team can stay organized and responsive to customer needs like never before.
Description
You can input quotes and estimates into the system, allowing for a formal quotation to be generated for your clients. The system efficiently maintains a record of all your products, services, edge profiles, and cut-outs along with their respective prices, simplifying the quoting process. To streamline this procedure and reduce the risk of errors, you have the ability to create customized packages for commonly fabricated jobs. This capability is integrated into the fabrication module, ensuring that all formats and language used in the quote can be tailored during the initial system setup. Additionally, with the option of inward consignment, you can offer your customers a wider variety of options and quantities while avoiding additional overhead costs. The consigned items will remain in the inventory of your suppliers until they are sold, which can enhance your sales strategy. This system not only improves efficiency but also enhances customer satisfaction by providing them with timely and accurate quotations.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$65.93 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OneBizStore Technologies
Country
India
Website
onedigiflow.com
Vendor Details
Company Name
Stone Profit Systems
Website
www.stoneprofits.com/vSolutionFabricatorFeatures.aspx
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management