How to Create a Proposal in PERFEX | PERFEX CRM | Small Business
Hello, Small Business Owners! Today, we're taking a deep dive into Perfex CRM's game-changing feature—the Proposals section. If you're a coach, consultant, cleaning company, plumber, lawyer, or accountant, stick around. This tutorial is tailored just for you. Let's unravel how Perfex not only simplifies your proposal game but integrates it seamlessly into your workflow, connecting the dots between proposals, estimates, and invoices.
What we will cover:
How to Create a Proposal
Sending Proposals to Leads and Customers
The Automated Reminders that go out with Proposals
The Proposals seamlessly integrate into the workflow of estimates and invoices, creating a unified system that simplifies your business operations. Stay tuned for our upcoming tutorials where we'll explore Perfex's Estimates and Invoices sections.
#perfex #crm #smallbusiness
Businesses that use the RIGHT CRM, can increase Revenue by 12.6% year-on-year and at the same time it helps to keep operating costs down.
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