Streamline customer experience with customer central
Maximize customer satisfaction: Centralise quotes, addresses, parts & pricing.
Quote history
A quote history recorded against a customer can help track communication, streamline sales processes, and improve customer service.
Special pricing
Having the ability to offer special pricing for each customer can enhance customer loyalty, increase sales, and provide a competitive advantage in the market.
Parts library
Adding parts to a part library can save time, increase accuracy, and improve efficiency in the quoting process, as the parts can be easily accessed in future quotes.
Quote history
A quote history recorded against a customer can help track communication, streamline sales processes, and improve customer service.
- Easy access with a click of a button
- Keep track of price & frequency
- identify creator, and date of the quote
Special pricing
Having the ability to offer special pricing for each customer can enhance customer loyalty, increase sales, and provide a competitive advantage in the market.
- Reward loyalty, repeat sales
- Attract new customers, gain edge
- Standardise customer discounts
Part library
Adding parts to the part library can save time, increase accuracy, and improve efficiency in the quoting process, as the parts can be easily accessed in future quotes.
- Latest price
- Size and material reference
- Convenient to use or access
Tax invoice
Request payment for orders without having to wait for jobs to be entered into your accounting system
- Streamlines the billing process by eliminating software switching
- Reduces errors by transferring quote data automatically.
- Automates invoice generation upon quote acceptance.
