CRM WITH QUOTES & ORDERS WILL STRENGTHEN YOUR BUSINESS

Businesses frequently use different systems in an attempt to make their processes run smoothly. Customer Relationship Management software (CRM), quotes, orders processing, inventory management and accounts software offer disparate options to businesses of all sizes.  Maximizer CRM with the OCAT Quotes & Orders integration can give businesses full control and visibility of all aspects of their business in one cloud based application.

When new or existing customers get in touch, the first point of contact, from a software point of view, will be the CRM. Information about previous interactions like telephone calls and meetings can be viewed. Without integrating a CRM with order processing software the user has to switch to other applications to find out information on orders, stock availability and outstanding invoices etc. Maximizer CRM with OCAT Quotes & Orders makes all the key business data available in one place to the entire team.

RESPONDING QUICKLY TO SALE INQUIRIES

Responding quickly to sales inquiries and sending quotations dramatically increases the chance of making a sale. Adding a pay now button further increases the conversion rate. You can’t do that as quickly and efficiently if your CRM and quoting software are separate, non integrated systems

Along with all the features you’d expect from a Customer Relationship Manager (CRM) like Maximizer; OCAT Quotes & Orders adds instant access to inventory, invoices, quotations & much more without having to open up other apps. All the important data is available in one place.

KEEP IT SIMPLE AND COST EFFECTIVE

Using one fully integrated system for both your CRM, order processing, inventory, invoices and quotations is often a more cost effective solution. Your sales team members don’t need access to sales & purchase ledgers. They don’t need to do the tax returns or pay employees. Save your business money by reducing the number of licenses required to superfluous functionality. Expand your CRM with Order Management

GIVE TEAM MEMBERS EASY TO USE SOFTWARE

Having complete control over your CRM, quoting, order processing and inventory doesn’t mean adopting enough technology / features to launch a satellite. So why not keep it simple and cost effective? Give your team members easy to use, fully integrated software that motivates them to make more sales & doesn’t frighten them!