Adagio Sales CQ is a CRM that allows Sales to see Customer information, submit Quotations and Sales Orders and more – with seamless integration with AR and OE.
Quotes do not commit inventory, and there is no risk of accidentally shipping an incorrect or partial order. Quotes contain complete, customer specific pricing, and include all tax calculations for pricing confirmation. They can also hold standing orders or templates for easy repetitive order creation.
- Track quote revisions, and record notes and comments on a quote while the sales cycle is progressing. Purge expired quotes. Import quotations from other systems.
- Create and use scan lists as task lists, phone lists or to mailmerge emails, letters or faxes.
- Scan lists can be based on customer/prospect Notes, Callback Dates or Reasons, and/or other categories from Receivables, OrderEntry, or Invoices.
- Define up to nine optional fields (text, numbers, or dates) for additional details and selections.