Sales and service CRM for an installation company
An installation company lives on requests, inspections and quotes that have to go out fast. For Bold Nomads we built a system where the website, WhatsApp and the field team work from one list.
- Requests from website and WhatsApp automatically in one list
- Inspection and cost calculation per request
- Quote as PDF straight from the system, with e-mail and WhatsApp templates
- Projects, pro-forma, invoicing and maintenance planning
- Product catalogue and team roles for back office and sales