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Whether you take orders online or over the phone, manage your leads from qualification to close by integrating your quote and order management process with Maximizer CRM.
- Create and track quotes and orders through the built-in Order Desk
- Manage inquiries, then create time-limited quotes, apply discounts, and convert them into orders
- Merge quotes into Word templates in order to further customize communications
- Track status of quotes and orders, responses and fulfillments, through to shipping and payment
- Pre-authorize, capture payments, or process refunds in real-time with the credit card transaction processing gateway
- Automatically email customers with summary order to manage expectations
Phone 1-800-804-6299 or e-mail for more information or to request a demonstration. |