Sales
Proposals, offers and contracts digitally signed
You will will see the benefits of having Kwikqy's sales tools that handles things as pipeline management for today’s complex sales processes, and makes your sales goals clear and accessible to everyone on the team. When properly implemented throughout your business, our tools will absolutely, positively increase sales.
Centralized and full control
Kwikqy's centralization of data creates a source of up to date information across your organization. Find easily the most accurate, up-to-date information needed to properly follow up with a lead or close a sale.
You can keep all sales related proposals, contacts, deals and contracts in one place and centrally. Link them to each other or to a project or support-packages ticket. You're in full control
Sales planning and timeline
To set up your sales follow-up process for success, start by using Kwikqy's automated processes, from the beginning of your pipeline. This is the point where you collect data on potential leads, pinpoint high-quality contacts, and make your initial outreach.
Automating this process will help you invest time in only the most promising leads.
Creating and winning a deal
In Kwikqy you can follow an ongoing sale or prospect you are pursuing with a contact or company via a deal. That deal will then go through all the stages (or skip a few) of your pipeline until it is either won or lost.
Give leads or clients a reason to get back in touch. Schedule a meeting or a call so you can explain how they can make the most of the offer related to a deal you sent them.
Kwikqy's sales tools
From capturing and qualifying leads to making contact and setting meetings, a high-converting sales follow-up process can have a lot of steps and moving parts. It can quickly become too much to manage on your own.
Luckily, with Kwikqy's tools you can streamline the whole process. Setting reminders, tracking unanswered emails, and sending previously composed emails at scheduled times can simplify your job and allow you to focus on what matters.
From deal, to proposal to contract
Create a deal and follow all the stages from our default or your custom pipeline. Send your lead or customer a proposal. After the proposal is accepted (fully digital, even the signing process), you can convertthe proposal to an binding contract (or have Kwikqy do it automatically for you). Afterwards, start for example invoicing subscriptions based on a contract or proposal.