The Sales module gives you the ability to monitor everything related to your leads and prospects:
Insight into ongoing sales processes
Insight into expected revenue for each month based on current deals
Insight into expected revenue per stage of each sales process (you can adjust these stages yourself)
Creating a company profile – from which company is the quote sent?
Thinking about the service concept – what kind of services do you provide to the client, and what rules do you include in the quote (and on the invoice)?
What should the quote look like? For example, is only a quote sent, or also an order confirmation? Is there also a corporate identity for these quotes? You can easily set everything up once in the settings.
Video: (Dutch)
See also: