CRM, quotes and invoicing
Sales pipeline, reminders, e-invoicing.
The problem
Sales tracking lives in spreadsheets, quotes and reminders take time, e-invoicing is on its way.
The solution
A CRM connected to your quotes and your invoicing, automatic reminders, preparation for mandatory e-invoicing.
What you get
- Pipeline and sales stages configured
- Quote and invoice templates, automatic reminders
- Connection to accounting, preparation for e-invoicing
- Training and documentation
How we measure
- –Quote → signature lead time
- –Late payments
- –Share of reminders sent automatically
How it works
01
Scoping
One page: situation before, success indicator, data scope, users, go/no-go.
02
Implementation
Configuration or development, integrations, tests with your teams, a demonstration every week.
03
Handover
Training, documentation, access and code handed over. Indicator measured at 30 and 60 days.
Request
Let's talk about “CRM, quotes and invoicing”.
Describe your situation in a few lines. Reply within one working day, with a 30-minute slot to check that this solution is the right one, and a written fixed price if it is.
In the same family
ERP: selection, deployment or overhaul
Sales, purchasing, inventory, invoicing, French accounting, custom modules.
Electronic signature and contracts
Self-hosted Documenso or SaaS: contracts signed, filed, found.
Document management and repository
Filing, access rights, search; ready for a document assistant.