eKo CRM, your cloud-based sales management and monitoring software
Steer your sales activity and turn your prospects into new customers
- Sales contacts qualified using customisable categories
- Overview of sales documents (quotes, delivery notes, invoices, etc.) with schedule-based follow-up
- Sales opportunity management with a customisable pipeline view
- Unpaid invoice tracking to protect your cash flow
- Customisable price lists
- Electronic signature of your quotes
Your contact records are set up. Now see how eKo CRM® helps you turn your prospects into new customers.
During your discovery meeting with a prospect, you sparked their interest and they ask you to prepare a quote for a product or service you offer.
eKo CRM® lets you draw up your quote, with or without your item catalogue, and also create the sales opportunity in your sales pipeline (or sales funnel). You can follow this deal alongside all your others, and measure your progress towards your sales target.
Send your quote to your customer or prospect in one click, together with the necessary attachments (general terms and conditions of sale, special conditions, SEPA direct debit mandate, etc.), and get them back approved thanks to the electronic signature: documents signed, certified and time-stamped with a qualified eIDAS time stamp, giving them legal value recognised in Europe and the United States.
You can also create as many price lists as you need, because a product or service does not always cost the same, depending on who is buying it.
