Creating precise and professional estimates is essential for shipping and mailing services. However, if you’re relying on outdated methods or disjointed software, this process can be cumbersome and lead to missed opportunities. How can you improve your estimating process to secure more business while saving time?

CRM RUNNER, the leading CRM software, offers a powerful estimates feature tailored specifically for shipping and mailing services. This tool streamlines your estimating process, enabling you to create professional estimates that enhance your brand’s credibility.

Pain Points in Creating Estimates:

• Inconsistent estimating methods: Relying on spreadsheets or manual calculations can lead to inaccuracies and lost opportunities.
• Lack of professional presentation: Unpolished estimates can give clients the impression that your business isn’t serious or organized.
• Difficulty in tracking estimates: Without a centralized system, keeping tabs on estimates can become overwhelming and lead to miscommunication.
• Time-consuming revisions: Making changes to estimates can take too long, especially when collaborating with team members.
• Limited visibility for team members: Not all team members may have access to estimate information, leading to confusion and delays.

Why CRM RUNNER’s Estimates Feature is the Solution:

1. Quick and Easy Estimates: Generate estimates from anywhere—whether in the office or on the road—allowing your team to work efficiently and respond to clients promptly.
2. Professional Templates: Create visually appealing estimates using customizable templates that reflect your brand, ensuring your business stands out.
3. Comprehensive Tracking: Monitor all estimates in real-time, enabling you to follow up easily with clients and manage your pipeline effectively.
4. E-Doc Feature for Authentication: Get documents signed electronically, providing a seamless and secure way to validate agreements.
5. Attach Estimates to Tasks: Easily assign estimates to team members, ensuring visibility and accountability throughout the estimating process.

How CRM RUNNER Eliminates Your Estimating Pain Points:

With CRM RUNNER’s estimates feature, you can create, manage, and track estimates seamlessly. This platform not only saves you time but also enhances the professionalism of your business communications. By providing a centralized solution for all your estimating needs, CRM RUNNER ensures that you can focus on what truly matters—growing your shipping and mailing service.

Ready to revolutionize your estimating process? Explore CRM RUNNER’s Estimates Feature today and elevate your business to new heights!