Turn Leads into Clients in one easy step!
In this tutorial, we’ll show you how to enter a lead into the system, then easily convert it to a client with the click of a button.
CRM – Convert Leads to Clients
CRM – Enter Calls
Easily keep track of Calls!
In this tutorial, we show you how to enter a call in the CRM once you receive it.
Once the call has been entered, you can then simply convert it to a lead or client.
CRM - Calls
Creating an Invoice
Easily Create an Invoice
Click Invoicing, then Create Invoice. The rest is simple! Select/input:
- Date
- Payment type
- Service type & info
- Client
- Notes
- And then save!
Creating an Invoice
Creating Estimates and Quotes
Easily Create Estimates/Quotes
Click CRM, then Quotes to:
- Add Customer information
- Add Quote information
- Measure Property – lot size will total automatically
- Add in additional information including automatic pricing and follow up dates.