Features / Leads & quotes
Leads & quotes.
Every enquiry on the same record, every quote off a real bill of materials, every customer touch logged. The pre-sale half of a sign job — captured, priced, sent, accepted.
Customer pipeline.
- Customers, contacts, job titles — reused on the project later
- Lead stages: New → Design → Quoted → Accepted → Converted / Lost
- Vehicle metadata for fleet jobs — registration, fleet number
- Reference photos, brief, due date, priority
- Lost-reason capture for win/loss analysis
Quoting.
- Bill of materials with units (m², linear m, sheet, roll)
- Retail / wholesale / bulk pricing tiers per material
- VAT at 15%, ZAR by default, deposit/balance split (65/35)
- Branded quote PDFs in your colour palette
- Multi-option comparisons — let the customer pick
- Lifecycle markers — sent, accepted, deposit received