Software Development
Manage your leads and customers from 1 platform, quickly generate and email proposals
CRM Features
Our CRM contains a lot of features designed to make your lives easier, and we are always working on new features so you can focus on other important areas of your business
Lead Management
Manage your leads in one place, and create detailed notes, proposals and tasks asscociated with those lead. Each lead status can be updated quickly, so you can see at what stage each lead is currently at.
Quickly convert your leads into customers ith the click of a button. Any notes, tasks and proposals will also be converted with that lead so you don't lose any valuable information.
CRM
Store important documents on each customers account along with and services that you provide to them. Created detailed note, create tasks and proposals and update a customers status based on your own terminology.
Add your own services as well as the rate you charge to each customer, the overall value of that total is displayed on the dashboard.
Create and send Proposals
Customise your own proposal documents by uploading your logo, a background image and a primary colour. You can then quickly and easily create PDF proposals, include a detailed description of the work provided as well as a breakdown of costs.
Once the PDF has been created you can quickly email it direct to the already selected lead or customer, that proposal will be then marked as sent.
Keep track of your Tasks
Users can view all the tasks that are assigned to them, with detailed information of the task added by the creator. The status of each task can be updated to reflect the stage it is at in your process.
Why Our Customers Choose Us
I have had the pleasure of dealing with Daniel from Digital Soda while he put my website together. Daniel is hardworking, professional, and most importantly, patient. He listened to all my ideas, provided valuable feedback, and made the entire process smooth and stress-free. His attention to detail and commitment to delivering a high-quality website exceeded my expectations. I highly recommend Daniel and Digital Soda for anyone looking to create an exceptional online presence.
I'm been working with Dan for about 6 months now with him designing various digital marketing brochures for me. Efficient, professional and reasonable priced - a rare combination! I'm a happy customer.
Contacted Daniel for a new website for my work, always had a quick response, he built a complete new website which looks amazing. Any minor problems I have had have been rectified in minutes. Thanks so much again!
Book in today to have a chat
Start to put the fizz back into your digital marketing by getting in touch with us today!