Empower your sales team to create, send, track, and eSign beautiful proposals and quotes. Create proposals and contracts in no time using pre-built templates, content from marketing, and customer data from your CRM. Proposals get out the door faster with collaborative workspaces, automated approval workflows, and metrics that tell sales managers what deals are stuck. Confidently forecast revenue and improve sales rep performance with real-time metrics like the number of completed docs, proposal revenue generated, and time to close dashboards. Accelerate your sales cycle by seeing which deals are ready to close with real-time notifications of every document interaction. Look like a billion-dollar business without spending millions to create stunning, interactive sales documents with built-in electronic signatures, custom design themes, and embedded rich media. Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.
PieSync is a new and better way to integrate and connect your cloud apps. Connect any number of apps and keep all your contact data bidirectionally synced. PieSync’s Intelligent two-way syncing matches and synchronizes customer data across your connected apps. The data gaps between sales, marketing and customer care are removed, so you can get the most out of your customer data.
How To Send an Email Directly From an Opportunity in insightly CRM
Our company specializes in automating processes, including QuickBooks and so can yours. As a bookkeeping or tax professional, you are constantly dealing with data and data entry for your own firm and on behalf of your clients. The next time you find yourself assembling an invoice or inputting data or re-inputting data, stop for a moment and look around at the tools that exist today and consider automating these processes.