0.9.6
New Feature
Sales CRM and CPQ
- Sales front office for event agencies: leads, contacts, and customer companies in one CRM
- Opportunity pipeline with stages, weighting, and forecasting
- Product and service catalogue with price books, volume tiers, and bundles
- Configurable quotes and proposals with Good, Better, and Best options and version history
- Branded proposals built in the visual designer, sent and tracked with a single link
- Winning an opportunity converts the accepted quote into a live project, delivery budget, and order
- Timesheets against projects and tasks, with billable and non-billable time feeding cost and margin
- Email and meeting capture that links activity back to the right contact automatically