Collectors and sales

Follow every offer in the pipeline

All possible sales on one board, from the first enquiry to payment.

1. 1

   Each card is an offer: who, which works, the value, and the next step. Drag a card to the next column as things move on.

   

2. 2

   Set a follow-up date on an offer: it shows on the overview and in the calendar when it's due.

3. 3

   Website enquiries arrive in Enquiries. Turn one into an offer in one click.

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