Kanban View
Kanban view is the unique way to look after your leads as per your progress level, its quick and nice format to track the leads.
Track of Calls/Meetings
You can track and record your call, meeting with leads and can store all the required information into the system.
Attachments:
Required attachments can be saved into system for future aspects.
This phase of CushyWork helps sales team to generate multiple email templates, create leads, record all the required details of leads, email them by selecting one of created templates.
Create proposals for specific leads and keep track of it. You can view the proposals and Quick stats. You can have public url to share your proposals.
Proposals can be converted to Invoice and Estimates once approved, Its quite quick and easy to email your lead about your proposal and get an approval and further convert your lead into client and manage proposals and invoices.
You can manage your proposals in various available statuses.
All the activities are recorded under tab activity.
Email history is recorded under tab template History.
Export reports is helpful when you have to generate reports of leads and keep you progress upto date
Status of lead can be updated time to time based on the progress.
