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MarketingPilot CRM - Client Estimates

MarketingPilot provides powerful integrated estimating features. Eliminate the confusion and errors in spreadsheet and word estimates:

  • Email estimates to clients.
  • Output estimates in Excel format.
  • Estimates are linked to each client's dashboard.
  • Keep each user's estimates separate.
  • Prevent unauthorized access or updates with built-in security functions.
  • Create client quotes with 1-click.
  • Estimate costs, prices and time.
  • Create invoices from estimates with a single click.
  • Link estimates to invoices; easily compare them.
  • Annotate estimates with notes.
  • Send estimates to clients via mail or email.
  • Integrated document management enables users to attach related documentation including contracts, emails, faxes, mockups, PDFs, etc.
  • Track estimate versus actual; match services and expenses.
  • Create estimate templates - avoid re-keying common estimates; avoid mistakes caused by missed items.

 

CRM Features
MarketingPilot CRM features are included in all editions of MarketingPilot AMS and MarketingPilot.
- Alerts
- Analytics

- Approvals
- Calendars
- Case Management

- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions

- E-mail
- Estimates
- Events & Registration
- Financial Management
- Lead Management

- Marketing
- Opportunity Management
- Reports
- Scheduling
- Social CRM
- Territory Management
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