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Lead to Quote Software for Efficient Sales Teams

Streamline Your Leads & Quoting Process With A One-Stop Solution

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Trusted by 150k+ sales reps, entrepreneurs, agencies, and freelancers across 178 countries

Accelerate your sales cycle and boost your revenue with ease!

Manage your leads, monitor pipeline progress, and drive sales success with our all-in-one CRM platform.
Lead to Quote Software
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Rated ⭐ 4.8/5 based on 11700+ Ratings

Speed up your sales performance with lead-to-quote Sales CRM system

Capture Leads on Autopilot - Lead Management System
1. Capture and Manage Leads EffortlesslyInstantly import leads from any source, auto-capture leads with Refrens forms, and visualize your entire sales pipeline for quick, data-driven decisions.
Convert Leads to Quotation
2. Engage Leads and Create Custom QuotesEasily segment and assign leads, stay connected via WhatsApp and Email, and generate personalized quotes in just a few clicks.
Sales Leads to Quotation Software
3. Close Deals, Send Invoices, and Collect PaymentsMonitor follow-ups, send invoices, and accept both domestic and international payments, all within a single platform.
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Quote Faster and Smarter with Refrens Comprehensive Lead-to-Quote Solution

Capture Leads
Capture LeadsCapture & add leads easily across all channels including your own business profile on Refrens
Lead Capture Form
Lead Capture FormA fully customisable form that can be embedded into your website to capture leads directly.
Add Custom Fields
Add Custom FieldsCapture more than just emails and phone numbers with unlimited Custom Fields for all your pipelines
Multiple Sales Pipelines
Multiple Sales PipelinesManage sales pipelines for different products and services. Move leads easily within pipelines
Manage Unlimited Stages
Manage Unlimited StagesCustomize lead stages according to different pipelines and manage them to never miss out on a follow-up
Add Label to Leads
Label Every LeadLabel and tag every lead by source, personas, business type and more for 1-click filters and reports
Send WhatsApp and Email
Send Emails/WhatsAppSend & manage all communication to your leads via Email, chat or WhatsApp from within Refrens
Insights and Reports
Intelligent Insights & ReportsActionable turnaround time insights & weighted pipeline report to calculate sales & revenue probability
Multiple Team Members
Multiple Team MembersAdd multiple team members, assign leads to sales reps and control their access levels
Automate Follow-upsMake your leads travel faster down the pipeline with personalized messaging and follow-ups
Add Internal Leads
Leave Internal NotesCapture every relevant interaction and add relevant context for your team with private internal notes
Send Quotations and Invoices
Send Quotations/InvoicesWith our Refrens accounting and inventory suite, drive conversions and revenue faster and easier

Happy Customers

Aniket - Refrens Invoice Software User
Instead of using multiple tools to manage leads and communication, Refrens helps me do it all in one place.
AniketOwner, Spaceplexx, Coworking Space
Rubita
Refrens has exceeded my expectations in terms of ease of use and affordability.
RubitaFreelance Developer
Shivansh
I thought Excel was fine enough for me until I tried Refrens - It has completely won me over!
Shivansh TulsyanCEO, Binny Textiles
Linkee
Refrens has made juggling multiple leads a breeze with easy segmentation and centralized communication.
LinkeeFreelancer, Content Writer
Anjani
After switching to Refrens, I no longer need to pay for 4 different software to manage leads, communication, accounting, and payments.
AnjaniFounder, Brown Mocha
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Simplify Your Quoting Process with Refrens Lead to Quote Software

Consolidate your sales process with Refrens - the one-stop Sales Solution
Capture Leads on Autopilot - Lead Management System
Automated Lead Capture
Let us do the heavy lifting with lead capture. Integrate our web forms on your website or share them via a link, and watch leads seamlessly flow into your CRM
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Generate and Send Quotations to Clients
Generate & Send Quotations, Invoices, and more
Create customized quotations in a few clicks and Send them via Whatsapp, Email, Link, or PDF.
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Centralized Communication - Lead Management Software
Centralized Communication for Seamless Collaboration
Eliminate the need for multiple apps and inboxes. Keep all essential messages, quotes, invoices, and payment records organized and easily accessible in one unified platform.
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Automate Reminders
Stress-Free Follow-Ups & Payments
Stay on track with automated follow-up reminders and accept both domestic and international payments effortlessly.
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Capture IndiaMart Leads Into Refrens Automatically
Connect your account with IndiaMart to automatically capture all your leads data into Refrens. Manage leads, get detailed sale reports, send email & Whatspp messages, create quotations & invoices, and more. - all in just a few clicks!
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The smartest investors in the room are backing our vision.

People who understand money, match-making and all things Internet.
Vijay Shekar Sharma - PayTm
Vijay Shekhar SharmaFounder, Paytm
Anupam Mittal
Anupam MittalFounder, Shaadi.com
Kunal Shah founder of CRED
Kunal ShahFounder, CRED
Founders of AngelList, DailyNinja, Voonik.com, Park+ and many more.
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Frequently Asked Questions (FAQ)

What is Lead-to-Quote & Sales CRM software?

Lead to Quote and Sales CRM Software is a tool designed to help businesses manage leads, create quotes, send invoices, and collect payments, while also streamlining sales processes and enhancing CRM capabilities.

What is the best Lead-to-Quote software for sales teams?

Refrens' lead-to-quote solution is the best option for growing sales teams, entrepreneurs, agencies, and freelancers looking for an easy-to-use, comprehensive, and affordable solution.

Will my data be secure?

We take utmost care of data security & privacy. Our systems are frequently updated with the latest security updates to ensure that your data is safe and secure. Do check out our detailed privacy policy here.

Do you provide customer support?

Yes, we provide instant & reliable support over chat, email, and phone. We will also provide a dedicated account manager to help you out whenever required.

Can the software adapt and scale as my business grows?

Absolutely! Our software is designed to seamlessly adapt and scale alongside your business, ensuring that it meets your evolving needs at every stage of growth. We are also committed to continuously enhancing the software by rigorously adding new features, functionality, and improvements so that your business can always stay ahead of the curve.

As your business expands, our software can accommodate an increasing number of users, manage larger volumes of data, and handle more complex tasks without compromising on performance or efficiency. We regularly update our software to incorporate new technological advancements, industry best practices, and customer feedback, ensuring that you always have access to the latest and most innovative solutions.

Additionally, our cloud-based infrastructure offers unparalleled scalability and reliability, with the ability to adjust resources on-demand to cater to your business's specific needs. This means that you can be confident that our software will support your growth without any disruption or downtime.

Quote Software with Lead Management System: Streamline Your Sales Process

In today's highly competitive business landscape, managing leads and converting them into quotes efficiently is crucial for success. That's where lead-to-quote software, also known as quotation software with a lead management system, comes into play. By integrating these powerful tools, businesses can streamline their sales process, convert leads to quotes seamlessly, and maximize their revenue potential.

What is Quotation Software?

Quotation software, including lead-to-quote software, is a digital tool designed to streamline and automate the process of creating and managing quotations. It eliminates manual errors, saves time, and ensures consistency in pricing and product information across all quotes.

Key Features of Quotation Software

Customizable Templates: Quotation software offers pre-built templates that can be tailored to match your brand identity and specific customer requirements, ensuring a professional and personalized touch.

Product Catalog Management: Easily manage and update your product or service catalog within the software, ensuring accurate pricing and inventory information in your quotes.

Collaboration and Approval Workflows: Enable multiple team members to collaborate on a quote, track changes, and obtain necessary approvals, ensuring seamless internal communication.

Quote Analytics: Gain valuable insights into quote performance, such as conversion rates, win-loss ratios, and average deal sizes, empowering data-driven decision-making.

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The Role of Lead Management Systems

Importance of Lead Management

Effective lead management is the backbone of successful sales operations. A lead management system plays a crucial role in capturing, tracking, nurturing, and converting leads into paying customers. By centralizing lead data and providing comprehensive visibility into the sales pipeline, businesses can prioritize leads, automate follow-ups, and improve overall conversion rates.

Key Features of Lead Management Systems

Lead Capture and Organization: Capture leads from various sources, such as websites, social media, and events, and organize them in a centralized database for easy access and segmentation.

Lead Scoring and Qualification: Assign scores to leads based on predefined criteria, ensuring that sales teams focus their efforts on leads with the highest potential.

Automated Lead Nurturing: Implement automated workflows to nurture leads through personalized email campaigns, targeted content, and timely follow-ups, keeping prospects engaged and moving them closer to a purchase decision.

Sales Pipeline Tracking: Visualize the entire sales pipeline, from initial contact to deal closure, enabling sales teams to identify bottlenecks, forecast revenue, and prioritize their activities effectively.

Integration with CRM: Seamlessly integrate with sales CRM systems to ensure a smooth transfer of lead data and maintain a unified view of customer interactions.

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Benefits of Integrating Quotation Software with Lead Management Software

The integration of quotation software with lead management systems brings numerous benefits to businesses, amplifying their sales capabilities and driving revenue growth. By integrating lead management and quotation software, businesses can convert leads to quotes more efficiently, benefiting from the following advantages:

Efficiency and Time Savings: Integration eliminates manual data entry and allows for a seamless flow of information between lead management and quotation software, reducing administrative burden and saving valuable time.

Accuracy and Consistency: Integrated systems ensure that the most up-to-date lead information, pricing, and product details are used in quotes, minimizing errors and maintaining consistency across the sales process.

Improved Sales Collaboration: With integrated systems, sales teams can access lead data and generate quotes from within a single platform, fostering collaboration, knowledge sharing, and alignment among team members.

Enhanced Lead Tracking and Conversion: Integration enables real-time tracking of lead interactions with quotes, providing insights into engagement levels, allowing for timely follow-ups, and increasing conversion rates.

Streamlined Reporting and Analytics: Integrated systems consolidate data from lead management and quotation software, offering comprehensive analytics and reporting capabilities, enabling data-driven decision-making and continuous sales process optimization.

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Best Practices for Implementing Quotation Software with Lead Management

To maximize the benefits of implementing quotation software with lead management systems, businesses should follow these best practices:

Analyzing Sales Processes

Start by analyzing your existing sales processes and identifying pain points, bottlenecks, and areas for improvement. This analysis will help you understand how quotation software and lead management systems can be tailored to address your specific needs.

Customizing Templates and Workflows

Customize quotation templates and workflows to align with your brand identity, sales strategies, and customer preferences. Tailor the software to automate repetitive tasks and ensure a consistent and professional approach to quote generation.

Automating Quotation Generation

Leverage automation features to generate quotes quickly and accurately. Utilize dynamic pricing options, product bundling, and discount calculations to create customized quotes that meet the unique requirements of each lead.

Tracking and Monitoring Lead Progression

Utilize the lead-tracking capabilities of your integrated system to monitor lead interactions with quotes. Track open rates, proposal views, and response times to identify warm leads and prioritize follow-ups for maximum conversion.

Utilizing Analytics and Reporting

Leverage the analytics and reporting features to gain insights into the performance of your quotes and the effectiveness of your sales efforts. Monitor conversion rates, revenue generated, and other key metrics to make data-driven decisions and refine your sales strategies.

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Choosing the Right Quote Software with Lead Management System

When selecting quotation software with a lead management system, consider the following factors:

Integration Capability: Ensure that the quotation software seamlessly integrates with your existing lead management system or CRM.

Scalability: Choose a solution that can scale with your business as it grows, accommodating increasing lead volumes and expanding sales teams.

User-Friendliness: Opt for user-friendly software that requires minimal training and provides a smooth user experience for your sales team.

Customer Support: Evaluate the level of customer support provided by the software vendor, ensuring timely assistance and ongoing technical support.

In today's competitive business landscape, leveraging quotation software integrated with a robust lead management system is key to streamlining your sales process, maximizing revenue potential, and staying ahead of the competition. By automating and optimizing your quote generation and lead management, you can enhance efficiency, accuracy, and collaboration, ultimately driving better conversion rates and increasing your bottom line.

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