Sales, delivery and billing on the same client record.
A staged pipeline, quotes from your hardware and licence catalogue, and orders all sit on the same clients as your projects, timesheets and billing. Delivery sees what was sold right on the client. Services are contracted per engagement in Projects and Billing; CRM quotes cover the products and licences you resell.
The same sale, two roads to the project
Today, in many firms
- The pipeline lives in a spreadsheet or in a salesperson’s head.
- Quotes are built in Word, from the last one anyone could find.
- Delivery learns what was sold from an email.
- The client exists three times, in three tools.
With FuseCRM
- Opportunities move through stages on one screen.
- Quotes start from the catalogue, with vendor and purchase price on every line.
- Delivery sees the order on the same client.
- The client exists once, for sales, delivery and billing.
From first lead to order, on the same clients
See what’s selling, stage by stage
Leads and opportunities sit in stages, each with its value. You know what’s close to closing and what’s stuck without asking anyone, and a qualified lead becomes an opportunity with no re-entry.
Quotes start from your catalogue
Quotes are built from your product catalogue (hardware, perpetual or subscription licences), each with its vendor and purchase price. When the client accepts, the quote becomes an order on the same client, without writing it again.
Delivery sees what was sold, on the same client record
The client in sales is the same client in projects, timesheets and billing. Delivery sees the order and the quote right on it, not in an email.
A client is entered once, from the first lead to the invoice export.
We show you the CRM on the way you sell
Sales stages, what goes into a quote and how a won client is handed over differ from firm to firm. In the demo we start from yours.
- Sales stages, set to how your firm sells.
- A quote built from your hardware and licence catalogue.
- How a lead becomes an order, on the same client.
- Products and vendors, with the purchase price on each.
Firms that sell services and products
IT & consulting
Licences, hardware and implementation projects, on the same clients.
See the solutionIntegrators and resellers
Catalogue quotes, with vendor and purchase price on every line.