- contactus@quixtec.com
- (425) 367-9025
IDS CRM
For Independent Data Services (IDS) a number of of modifications were applied in the SuiteCRM Professional Edition.
Overview
Introduction
For Independent Data Services (IDS) a number of of modifications were applied in the SuiteCRM Professional Edition.
The Quotations module was customized to generate a standard quote with fixed groups and items just on a single click.
There is a customized MS Word integration that allows the user to create MS Word documents from the Quotations and Contracts module. The users can then do manual updates to the document if required and send it over to the clients.
Future Enhancement
- Periodic Reminders for Contract
- Expiration
What we offered
Main Features
- MS Word Document Generation for Quotes and Contracts
- Generation of Quotes based on a fixed configuration
- Multiple Templates based on client's region
- Structural and view customizations in Quotes, Contracts and Accounts modules
Usually Asked
Discover Quick Answers To your Questions
We tailor every installation to each individual customers’ specific business needs.
A CRM system centralizes customer data, improves communication, and optimizes the entire sales process, making it easier to manage relationships and close deals faster.
From email campaigns and social media posts to lead scoring and customer segmentation, Marketing Automation can handle many repetitive tasks, allowing you to focus on strategy.
When integrated, Marketing Automation feeds data into CRM systems, allowing you to deliver personalized messages at every stage of the customer journey and ensuring a smooth handoff from marketing to sales.
Still have questions about how quixtec can help you?
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(425) 367-9025
Contact Us
contactus@quixtec.com