ACT Add ons

Add ons are software options that can be added to the CRM solution.  Add ons give our customers exceptional capability for their individual needs.  We will give advice to the customer of what we feel will work for them based on their needs and requirements. 

Quoting software – simple and easy to use and very popular with our customer base.

QuoteWerks can create quotes so quickly and accurately the quote can be with your customer while they are still on the phone!  Once a quote has been created, QuoteWerks sends this to your customer in pdf format by email either through its own email client or through Outlook.  Not only can it produce quotes, but these can be transferred into Sales Orders, Purchase Orders or invoices.  This information can then be input automatically into many accounting systems reducing the need for double data entry.

Quotations can be synchronised between sales people and the main office ensuring everyone is up to date.

Using a CRM system with QuoteWerks not only populates the contact details in the quote but it also schedules a forecasted sale or opportunity and schedules a follow up call.  This is all done automatically.  The actual quotation can be viewed within QuoteWerks but also within the CRM system of your choice.

Contact Caltech to find out more!

Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887