Are you tired of spending countless hours generating estimates, tracking invoices, and managing payments manually? Say goodbye to cumbersome processes and hello to streamlined workflow with CRM Runner’s Estimate feature. Designed to empower businesses of all sizes, CRM Runner simplifies the estimation process, enhances professionalism, and boosts productivity. Let’s explore how CRM Runner can revolutionize your workflow:

Anywhere, Anytime Access:

With CRM Runner, generating estimates is no longer confined to the office. Team members and contractors can create estimates from anywhere, whether they’re in the office or on the road. This flexibility ensures that estimates can be generated promptly, keeping your business agile and responsive to customer needs.

Professional Esthetics:

Impress your customers with professional-looking estimates that reflect the seriousness of your business. CRM Runner offers eye-catching templates that make your estimates stand out, instilling confidence in your customers and enhancing your brand image.

Print-On-Demand Convenience:

Need to print out an estimate for a client meeting or presentation? CRM Runner makes it effortless. Print out estimates anytime, ensuring that you’re always prepared to showcase your services and seal the deal.

Branding Opportunities:

Leverage CRM Runner’s branding features to reinforce your company’s identity. Add your company brand pages to the front or back of your estimates, enhancing brand awareness and making a lasting impression on clients and customers.

Task Integration and Visibility:

Attach estimates to tasks within CRM Runner for seamless assignment and visibility. This integration ensures that team members are aware of upcoming tasks and can track progress efficiently, fostering collaboration and accountability.

Electronic Signatures for Authentication:

Say goodbye to cumbersome paperwork with CRM Software E-doc feature. Documents and approved estimates can be signed electronically, eliminating the need for physical signatures and streamlining the authentication process.

Customizable Templates:

Tailor your estimates and invoices to align with your company’s branding and unique offerings. CRM Runner offers customizable templates that allow you to create personalized estimates and invoices that reflect your company’s identity and values.

Package Creation for Services/Products:

Simplify the estimation process by creating different packages for your services or products. With CRM Runner, you can easily bundle services or products into packages and generate estimates/invoices efficiently, saving time and improving accuracy.

In conclusion, CRM Runner’s Estimate feature offers a comprehensive solution for businesses looking to streamline their workflow and boost productivity. From anywhere, anytime access to professional esthetics and branding opportunities, CRM Runner empowers businesses to generate estimates with ease and confidence. Ready to simplify your workflow and take your business to the next level? Explore CRM Runner’s Estimate feature today and experience the difference firsthand.