ORDERS, BIDS AND DEALS
Firmao CRM enables you to manage, design, create, print and send offers and bids for your permanent and future customers. You can manage your current deals and integrate it with invoices and bids.
ONLINE BIDDING SYSTEM
Thanks to this feature you can create bids and offers for your customers - we can filter those, to whom we want to send special conditions. Creating orders in PDF with descriptions, images and discounts is more easy than whenever before.
FAST AND EASY
Using Firmao CRM you can use templates already prepared by our designers. Apart from that, you can customise offers according to your conditions. Thanks to email integration offers and bids can be directly send to customer after creating the document.
ALWAYS UP TO DATE
Every customer and client have ability to be assigned to labels, markers and filters. Therefore, you can easily track and follow every step of process and project in case of particular customer. Also assign the level of satisfaction of your customer and targets. Thanks to notifications and tasks reminders you will never forget about important deal.
KEY FEATURES OF BIDDING AND OFFERS
- Issuing purchase or sale orders and bids
- Sending documents via email to selected customers
- Database of suppliers and receivers
- Advanced reports of orders and bids.
- Full integration with CRM module
- Customisation of documents by placing company logo on them
- Alerts system - reminders of incoming and exceeded payment dates
Offers and bids module is fully integrated with other Firmao CRM modules: Invoicing, Working schedules, ERP and stock management, Tasks, Projects, Asset management, Accounding, HR, salaries, Livechat, Documents workflow, Call Center and Callback, Mailing and Newsletters, CRM.