We Indians are known for negotiation everywhere and so our customers. In India no deal gets closed in one quotation. MeraCRM saves each revision of quotes you make. Helps you to lookup negotiation history for this deal or a next one.
Complete customer details along
with quotation amounts quoted
each time for the deal.
Revise your Quotation each time
when a new amount is
quoted for a particular deal.
After many negotiations, no sales person wants to wait for a second to get the customer billed. With MeraCRM it's just one click work. All you need is to select the quote revision and convert that as invoice and email it to client.
Convert the quote amount to
Invoice instantly once the
deal is finalized.
Convert the final quote amount
to invoice in very simple
steps and send to customer.
Winning order and sending invoice is good, but not a complete win until we get money. With MeraCRM you can define invoice stages and visualize where your hard earned money got stuck.
Invoice and Quotation management to view and manage all the Quotation and Invoice in different stages.
Accounting is whole new world for people in field. But money is driving force for everything. Simple Credit/Debit helps you manage simple accounting for each customer. Credit is when they buy and Debit is when they pay, balance is the outstanding amount.
Get complete information on the
Credit and Debit transactions
in the details of Person.
Create new credit for the Person
in simple easy steps
for business transactions.
View the updated account
information after each
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