Custom CRM – How a pool builder creates quotes in 2 mins

CRM demo: pool-crm.zaclancaster.com

Transcript

00:00
I have a pool builder client who used to spend hours each week manually creating quotes for her leads in Microsoft Word, like this one that I'm showing you now.
00:08
So we built her a CRM program that keeps track of all her, leads in one place.
00:12
Which conveniently uses this info.
00:14
to generate professional quotes.
00:16
like the one I'm showing you now.
00:17
in four easy steps.
00:19
Step one, select the client's chosen pool color.
00:22
Step two is to add items from her catalogue of line items.
00:27
Step three is to upload site plans.
00:30
And finally, step four is to email the quote to the client.
00:34
The client said, that this CRM program has made it so much easier to run the business.
00:39
If you're interested, just reply to the email that I sent you and we can talk about what kind of software we can make specifically for your pool business.
Custom CRM – How a pool builder creates quotes in 2 mins — Tella