Screenshots
PROMO DATA PRODUCT SEARCH
Search from over 44,000 products with live pricing using The Promodata API plugin. Narrow your search by supplier if required. Find the right product for your requirements in seconds.
CUSTOMER CRM
Promo Quoter's customer CRM is a simple but easy to use interface that allows you to keep track of all your customers information.
You can add multiple contacts within the same company, assign a lead source and an account manager to each contact and keep a time and date stamp on each note entry.
You can add a picture or company logo to each contact as well as keeping company notes and individual contact notes.
JOBS SECTION
When a customer accepts a quote, simply create a new job to begin the production process.
Keep notes throughout the process to ensure nothing is missed.
With the Xero integration feature, simply create your purchase order with the touch of a button. No duplication required.
JOBS OVERVIEW
Keep track of each step of the job with our unique colour coded progress bar.
The jobs list gives you an overview at a glance to see every stage of every job.
SUPPLIER CRM
Promo Quoter’s Supplier CRM is an easy way to keep all of your suppliers information in one place.
Quickly find your suppliers' website, contact information and any notes you might have including website logins and passwords.
QUOTES
Promo Quoter has been designed with the user in mind. It has a clean, simple to use interface that is packed full of useful features.
You can easily see how much profit you have in a quote and adjust your margin accordingly.
You can easily track individual sales staff performance to make sure you are not missing opportunities.
With hundreds of additional features, sign up for a demonstration now to see first-hand how Promo Quoter can unleash the potential of your business.