CRM
CRM: clients, quotes and tasks in one place
Every client, quote, email and to-do in one place — your team always knows the next step for each client, and no lead gets lost in an inbox.
Client history
Every call, email and agreement on one searchable timeline.
Quote management
Quote creation, status tracking, follow-up reminders.
Tasks and reminders
Nothing slips through — the system tells you when it's time to act.
Email integration
Correspondence attached to the client, not buried in a separate inbox.
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