Simple Quote and Invoice Software with Sales CRM

Lead Management

With this software, you can easily keep track of your sales process, from finding potential customers to turning them into actual clients. It helps you monitor sales pipelines, spot potential prospects, and identify any obstacles in your way. You can also view purchase history, contact details, and communication logs with your prospects. If you are specifically looking for lead management or sales pipeline software, you can check out Refrens lead management system.

Convert to Quotation

When a prospect asks for a quote, you can quickly turn their interest into a formal quotation. This saves you time on manual work. The software allows you to create detailed quotes with itemized pricing, making the process smoother and increasing the likelihood of closing deals. You can check out Refrens quotation software to specifically create quotations and to use quotation templates you can click the link.

Convert to Invoice

Similar to creating quotes, this software lets you generate invoices with just a click. You can directly convert a quote into an invoice, automating the process and reducing manual effort. And if you need to make any changes to the invoice, you can add or remove details as needed.

Customization

The invoice and quote software offers various customization options. You can change templates, create custom lead forms, add multiple fields, include branding, and adjust the color of the invoice and quote. You can even use custom formulas and more to suit your needs.

Automate Reminders

You can set up reminders for following up with leads and sending payment reminders. This feature helps you get paid on time and improves your business's cash flow.

Email and WhatsApp Integration

You can communicate with clients through emails and WhatsApp directly from the system. This improves communication and you can also set up reminders via email and/or WhatsApp.

Multi-Currency

Even if you have clients outside India, the software lets you create invoices and quotes in different currencies. It even provides a rough currency conversion estimation within the documents. You can also mark payments in different currencies.

Status & Reporting

Easily keep track of the status of your leads, quotations, and invoices. You can see if leads are closed, whether quotations were won or lost, and if invoices have been paid or not. All this information can be viewed on the dashboard of the quote and invoice software.

Client Management

Managing client details and prospect information is straightforward with this software. You can check the latest communication with clients, view purchase history, and access email and contact details for marketing purposes.

Refrens quote and invoice software simplifies the workflow for sales representatives and streamlines the process of converting a potential lead into a paying customer. Let me break down the steps involved in this conversion process:

1. Lead Generation and Management

• Leads are potential customers who have shown interest in your product or service.
• When a new lead is generated, it appears in the "Clients and Leads" section of the dashboard.
• You can view and manage leads from this section.

2. Assigning Leads to Sales Reps

• You can assign specific leads to sales reps to follow up on and convert into customers.
• Assigning leads ensures that the responsibility for nurturing the lead is clear, and nothing falls through the cracks.

3. Follow-Up and Engagement

• Sales reps engage with the leads, reaching out via email, phone calls, or other communication channels.
• You can schedule follow-up reminders to stay on top of the interactions with each lead.

4. Creating a Quotation from a Lead

• Once a sales rep believes the lead is ready for a formal proposal, they can create a quotation directly from the lead details.
• The quotation will contain all the essential information about the product or service being offered, along with pricing and terms.

5. Customizing the Quotation

• The sales rep has the flexibility to customize the quotation based on the specific needs and requirements of the lead.
• They can add itemized names, descriptions, and prices to make the quotation more detailed and tailored to the client's needs.

6. Approval of the Quotation

• After receiving the quotation, the lead reviews the proposal and decides whether to proceed with the purchase or not.
• If the lead approves the quotation, they are effectively transitioning from being a potential customer to a paying client.

7. Converting Quotation into an Invoice

• Once the quotation is approved, the sales rep can easily convert it into an invoice with just one click.
• The system automatically pulls the relevant details from the quotation, including customer information and itemized pricing.

8. Sending the Invoice to the Client

• The sales rep can send the invoice to the client through various channels, such as email or WhatsApp.
• The invoice contains all the necessary payment details and instructions for the client.

9. Invoice Payment and Follow-Up

• The client receives the invoice and processes the payment.
• If required, the sales rep can schedule email reminders for future follow-ups on any outstanding invoices.

10. Closing the Lead

• Once the payment is received and the invoice is marked as paid, the lead is successfully converted into a paying customer.
• The lead is considered closed, and the customer's details are now managed in the "Clients and Leads" section as a client.

By having a streamlined lead-to-quotation-to-invoice conversion process, Refrens system simplifies the sales journey and reduces the manual effort needed to generate quotes and invoices from scratch. This automation enhances the efficiency and productivity of sales representatives, ensuring a smoother and more effective sales process.