Article 014 min read
What Is a CRM, and What Should It Help You Do?
Understand how a CRM keeps customer details, conversations and follow-ups together, and decide what your team needs from one.
Read articleBusiness software guide · 7 articles
Managing customer enquiries and quotes
Customer information can be spread across emails, notes and several programs. This guide starts with what a CRM keeps in one place, then follows an enquiry through quoting, customer approval and the handover to the people doing the work.
Essential articles
Follow the suggested order, or choose the question you need help with.
- Article 024 min read
Keeping Customer Enquiries and Follow-Ups Organized
Keep customer requests, follow-ups and agreed work together so staff know what needs a response.
Read article - Article 034 min read
Choosing Quoting Software for Your Business
Compare quoting tools using the prices, calculations, documents and customer changes your staff deal with every day.
Read article - Article 044 min read
Managing Quote Changes and Customer Approval
Keep quote revisions, customer decisions and the agreed work together so staff can see which version they should use.
Read article - Article 054 min read
Turning an Accepted Quote into a Job
Carry the accepted details into scheduling, materials and staff instructions while keeping outstanding questions and later changes visible.
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Specific situations
More detail for particular business needs. Read these if they apply to you.
- Article 064 min read
Custom Quoting Software or CPQ: Which Fits Your Work?
Compare custom quoting software with tools for configuring products and calculating complex prices.
Read article - Article 074 min read
Managing Quotes and Pricing with Sales Partners
Let dealers or other sales partners prepare quotes using your prices and their own margin.
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