Using our platform for quotes, payments, invoices, and contracts is a great way to streamline business processes, especially for small businesses across various industries, offering powerful automation and CRM features that make handling client communications, transactions, and documentation seamless.
Here’s how small businesses in any industry can use our software for these purposes:
Creating and Managing Quotes: allowing you to generate professional quotes directly from the CRM platform. You can create custom templates with your branding, pre-fill customer information, and add itemised service or product lists.
Automation: Once a lead is captured in the platform, you can automate the sending of quotes based on specific triggers. For instance, if a customer fills out a form or schedules a consultation, they can automatically receive a tailored quote.
Tracking and Follow-Up: Track when a customer views a quote and set automated follow-ups to encourage conversion or provide further clarification. You can also use text or email marketing to nurture the lead after the quote is sent.
Payment Processing Integration: integrating with platforms like Stripe, PayPal, or Square, allowing you to receive payments directly through the system. You can set up one-time or recurring payments for your services/products.
Automated Invoices for Payments: Once a payment is initiated, our platform can automatically generate and send invoices to customers, ensuring accurate record-keeping.
Automated Payment Reminders: Schedule automated reminders for pending or upcoming payments, reducing the need for manual follow-ups.
Custom Invoice Generation: Similar to quotes, it allows you create fully customisable invoice templates. Add your company logo, billing information, and itemised charges for services/products.
Automating Invoice Sending: After completing a service or receiving a payment, an invoice can be automatically generated and sent to the client. This feature saves time and ensures accuracy.
Tracking and Reporting: Track which invoices are paid, overdue, or pending. The CRM allows you to easily view customer accounts, monitor payment history, and send reminders if necessary.
E-Signature Capabilities: integrating with tools like DocuSign or HelloSign to send, sign, and manage contracts. You can automate the contract-signing process after a quote is accepted or a deal is agreed upon.
Storing Contracts: Once signed, contracts can be securely stored within the client’s profile in the CRM for easy access and reference.
Automation Triggers: You can set workflows so that after a contract is signed, the client is automatically moved to the next stage (e.g., service delivery or onboarding).
SMB Digital Solutions can be a game-changer for small businesses, offering robust tools to handle essential administrative functions with minimal effort and maximum efficiency.