AquaCRM Feature List

• Lead Management
• Sales Opportunities
• Contact Manager
• Sales Forecasting
• Campaigns Management
• Email Management
• Knowledgebase
• Customer Support
• Product and Pricebooks
• Sales Quotation
• Vendor Management
• Sales Invoicing

Sales Quotes

• Track outstanding quotes from the quotes list view
• Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
• Select different prices for the same product as per customer segment
• Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt email service
• Create Sales Order or Invoice with a single click from the Sales Quote
• Avoid duplicate work by dynamically displaying the Billing & Shipping addresses and terms & conditions while creating quotes
• Customize sales quote templates as per your organization's requirements

 

 

 

 

 

 

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