Customer Relationship Management
An accepted quotation becomes a sales order in one click. Nothing is keyed twice.
- 01 Lead
- 02 Qualification
- 03 Opportunity
- 04 Quotation
- 05 Acceptance
- 06 Sales order
Ключевые возможности
Source, status and automatic temperature scoring; qualified leads become opportunities.
Stage, probability and value with drag-and-drop stage changes.
Draft, sent, accepted or rejected, with revisions and comparison.
An accepted quotation transfers into a sales order, creating the partner record if needed.
Probability-weighted forecast per period, derived rather than typed.
Website forms drop leads into the funnel with their scores.
The funnel ends in a sales order
Where CRM is a separate island, an accepted quotation is re-keyed into the sales module. Typos, price differences and forgotten lines all start there.
In Tokuva, CRM and sales share one data model. Converting a quotation carries lines, prices, discounts and delivery terms across unchanged.
Related
Другие модули ERP
Смотреть все →Sunumda değil, kendi akışınızda görün
Üç ürün kartınızı, bir reçetenizi ve bir müşterinizi verin. Uçtan uca tek bir akışı sizin verinizle çalıştıralım: sipariş, üretim, sevkiyat, fatura, muhasebe.