Customer Relationship & Quoting

Customer Relationship & Quoting

Digital contract and approval workflows with e-signature requests

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Integration with CRM for lead assignment and follow-ups

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Scheduled progress updates to customers during job execution

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Service feedback collection and sentiment tracking

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Automated follow-up reminders for outstanding quotes and contracts

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Automated quote generation based on predefined templates and material costs

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Automated reply to incoming RFQs with confirmation and next steps

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Customer document upload portal with automated notifications

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Customer satisfaction survey distribution after job completion

admiJuly 6, 20251 min read

Customer Relationship & Quoting

Automated creation of job files and task distribution after quote acceptance

admiJuly 6, 20251 min read