The quote includes items, prices, taxes and terms. The lead’s contact information is added from the CRM. ERPetology lets you email documents directly and tracks all your correspondence – no need to go back and forth to your email program.
Lead to Sale
Cost the project
The Bill of Materials helps calculate the true cost of a project by adding the costs of labor, rent, electricity and more to the cost of materials.
Start with a lead
The CRM module lets you specify how you got the lead, whether the lead is qualified, company and contact information. You can also add notes.