Agency prospecting
Search a market, review prospects, qualify the useful ones, manage the opportunity and create the quote.
Explore workflowExample workflows
Follow practical examples for prospecting, quoting, purchasing, stock and invoicing.
Search a market, review prospects, qualify the useful ones, manage the opportunity and create the quote.
Explore workflowFollow customer demand through quoting, purchasing, receiving, stock and invoicing.
Explore workflowFollow a client inquiry through qualification, quote revisions, acceptance and invoicing.
Explore workflow