Client Management – Quick Quotes

When you navigate to a specific client record, you then can review outstanding Quick Quotes without going to the CRM.  Due to the security in Business Manager 365, some employees may not have access to the CRM system so this is a good way to see and check the status of any Quick Quotes.

Client Management Module

business manager 365 client management module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

Service technician using Business Manager 365 on a tablet