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
We approached Digital Soda to help us with logo creation for a new start up business in London. They came up with a really sleek design and highly professional looking logo that encapsulated the business perfectly. We were really impressed with the quality of their work and the quick turnaround time. Would 100% recommend.
I had the pleasure of dealing with Daniel when it was decided our 'out of date' website needed a whole new look and feel, to make it more customers friendly.
Daniel took the time to talk us through all the options available and it was decided it would be the best option to create a brand new website on a new platform. This brought up a number of issues and problems for us however Daniel was great at communicating various solutions and different ideas we hadn't even thought of. Daniel has a great sense of humour which quickly made him feel like one of the team and we couldn't be more pleased with the final result, despite the number of obstacles we put in front of him! (He has a lot of patience!!)
As my Daughter Casey has put in her previous review we cant recommend "Digital Soda" enough, Daniels professionalism, efficiency and trustworthiness is second to none, he has literally turned my website around. I also had had a very bad experience with a previous company and I was tearing my hair out with what a mess my site was in, but finding "Digital Soda" has made me feel my site is now in the best hands, nothing has been touch much trouble and I am looking forward to a long partnership and with Daniels help to grow my business whilst growing my website, I would Highley recommend "Digital Soda"
Book in today to have a chat
Start to put the fizz back into your digital marketing by getting in touch with us today!