The BETA version of Catalyst QUE is now ready. This is a pretty light version, but you can complete the full sales cycle using it, including:
- Add prospects with multiple contacts per company
- Raise quotes with different pricing options and project/job details
- Email the quote as a PDF to the prospect (with other collateral attached)
- Enter notes against the quote and record a rating
- Copy quotes to quickly apply new pricing options or to re-use a quote for a different prospect
- Convert a quote to a sale
- Drop a quote
- Report on user activity, your sales pipeline and sales closed
- The dashboard shows quotes raised & closed per day over the last 30 days, your total quotes raised and closed and your hottest quotes (by rating)
- Receive reminders after 7 days of no activity on a quote
- Add multiple users to track personal sales queues and a company-wide pipeline
- Customize the quote PDF template
- Customize the email signature
We’ll be tidying up the UI over the next few weeks and adding features based on our feedback forum so please add your suggestions here.
