CRM – Proposals and Contact Creation

Custom proposal and contract templates allow you to setup standard pricing for products or services, along with adding line-item parts and equipment pricing. 

Through the integration with the Parts and Inventory price sheets, you can search and add items already in the system and have those price sheets associated.

Integration with Microsoft Word enables you to download the contract into Word, edit the language, pricing, terms and scope of work and then upload it back into Business Manager 365. 

Customer Relationship 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.

AC repair technician using Business Manager 365 on a tablet