- Full status tracking of the enquiry progress and ability to display quotations
- Facility to analyse enquiries by market sector, company, salesperson etc.
- Report on key performance indicators such as conversion rates and opportunities.
In addition to the main application, the following modules are available:
The module provides a number of key sales functions:
- Submission - add new enquiries
- Status - track status of outstanding inquiries including estimator info
- View produced versions and quotations
- Attach files to the enquiry to help the estimating process
- Update the chance of conversion to build pipeline reports
Additional User Licenses
Further licenses are available to meet the needs of the user base.
Applications: iTechnique | CRM | Sales Enquiries | Estimating | Order Management | Production Scheduling | Business Intelligence | Data Collection | Inventory Management | Job Costing | Customer Portal | Connect
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