Clients and deals
Services and storesA card with the whole history, deal pipelines, tasks, a sales plan and quotes the client signs online.
- The client cardContacts, notes, tags, a birthday and the whole history of visits or orders.
- No duplicatesThe CRM finds the same phone and merges it into one card.
- Deal pipelinesAs many as you need, with your own stages and fields; companies, files, tasks with a calendar.
- A plan and lead scoringA sales forecast; from 20 closed deals the CRM scores each new lead on your own history.
- Signed quotesThe client opens the quote by a link, accepts it online and signs it through Vchasno.
- Leads from formsTilda, WordPress, Webflow, Weblium and ADS Quiz, straight into the pipeline.
Where it is includedIn the base of every edition.