Creating commercial proposals in CRM

Creating commercial proposals in CRM allows you to quickly generate professional proposals and accurate quotes for projects and clients, manage your budget and boost sales performance with Homex CRM.

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Creating an offer to the client

The functionality allows you to quickly create offers based on individual customer needs. Entering customer data, selecting goods or services, adding prices and descriptions ensures a personalized approach. Automatic calculations taking into account discounts and taxes help to create accurate and professional offers.

View information and print to PDF

Ready-made offers can be viewed in a convenient format with all the details: total amount, list of items, terms of the deal. It is possible to export the document to PDF, customize printing with the company logo, manager's signature, and additional comments for the client.

View in the table

The tabular view of offers allows you to quickly access all the information. Each record includes data about the client, date of creation, status, and total amount. The table supports sorting, filtering, searching, and bulk exporting of data for further work or analysis.

Kanban

The interactive board allows you to organize all proposals by stage: “Draft”, ”Sent to client”, ”Approved”, ”Accepted”. Managers can easily drag and drop proposal cards between statuses, ensuring control over the process and timely response to customer requests.

System versions

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

System versions Confidence CRM+ERP

For successful running of modern business it is very important to have a tool for maximum automation of all processes, it will always “keep a hand on the pulse of the company”, raise the quality of the service provided and free up additional time.

Corporate versions

Get full control over the system on your own server. This is a solution for companies that want to have the program on their own, without depending on cloud services.


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Ai Lead Finder

Homex CRM+ERP with AI Lead Finder module is the only system that combines business management and intelligent customer prospecting


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Feedback from our customers

Find out how our system has helped other companies improve their business performance. Real success stories and experiences of our users.

  • review 1
    Remax

    “This CRM transformed our workflow. We manage leads and customer relations far more effectively now!”

  • review 2
    Novobudova

    “Since using this CRM, customer engagement has improved dramatically. It’s simple yet very powerful!”

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