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 HomexCRM.

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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.


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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.

Service Packages HomeX 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.

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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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