Gridle One CRM Lifetime Deal

SALES AUTOMATION –

Experience Breakthrough Sales Automation

Manage Workflows: Create processes, which means that your sales force always knows how to proceed next.

Sales Pipeline: It teaches you the items that require your attention, which means you never miss a chance. You’ll always land about the same, streamlined view of your sales pipeline. It gives clarity and gets your sales force on a single page.

Gain Visibility: Take control by getting real-time reports and statuses for all your team’s Sales Activities.

Reminders: Built-in customizable reminders and notifications, which means that your sales team always stays on top of their opportunities.

Contact Import: Build a robust and reliable repository of your contacts. The machine checks for duplicates or incomplete entries as well. Access your complete database from any platform and create contact groups easily.

Sales Reporting: Great visual options that let you track and test your sales process thoroughly. See sales split, understand metrics, and customize dashboards.

Visualize clearly as to which clients bear the most profits.

Get notified and reminded of other action items for each and every lead, which means you don’t miss any opportunity.

Notes and Tasks help you keep information about every client at your fingertips.

WebForms – [Coming Soon] Create forms and embed them on your website. Allow customers to come to you.

CREATE PROPOSALS

Close Sales faster. Create high-impact and beautiful proposals in minutes.

Move Quickly: Create Proposals and Contracts in not time with Pre-defined Templates and Items.

Enable Team: Centralise Communication with Stakeholders while maintaining Total and Complete Context.

Gain Visibility: Seize control by getting real-time Reports and Statuses for all of your Team’s Proposals.

Templates – Pick from a preexisting Template library and edit it to your liking. Re-use your templates for fantastic speed. Use merge fields to create templates, so you don’t have to include information each time.

Tracking – Know whenever your clients proceed through your proposal so you can setup contextual and timely follow-ups.

Discussions – Enable comments so you, your team, as well as your client, can comment seamlessly.

Kanban – Track the statuses of all of your proposals on a kanban board, so every proposal is on one single screen.

Intuitive Editor – Rich HTML editor allows you complete freedom to generate the proposal of your liking.

Signatures – Ensure you get your clients to digitally sign your proposal within the tool to get started on the things that matter. Integrate the updates with your email.

MANAGE YOUR CLIENTS –

Manage your clients from an individual destination to deliver superior experiences

Manage Clients: Add clients and their contacts on the platform with restricted access.

Complete History: Find history with a specific client in one place across projects, proposals, and invoices.

Client Dashboard: Provide a completely simplified experience for your clients to gain access to proposals, pay invoices, and submit tickets on Projects.

Manage Contacts – Dealing with multiple people on client-side? Manage all of those contacts in a single place.

Create Notes – Be sure you record everything that the client says. Add them in searchable notes.

Invoices – Don’t ever search your mailbox to find an invoice again. All are available in one place.

Proposals – All of your proposals, along with comments and statuses, can be found under one tab.

Create Reminders – Create follow-up or internal review reminders about clients, so your stakeholders are on a single page.

Statements – [Coming Soon] See your invoices and payment history ledger with a customer in a single tab.

If you are dealing with different people on the client-side, create roles on their behalf. Mention their role, so your entire stakeholders know which contact is handling what.

REALIZE REVENUE –

Automate Your Finance and Get Paid on Time.

Save Time: Automate Tedious Recurring Tasks, from Invoicing Workflows to Payment Reminders.

Get Paid Online: Integrate with Online Payment Gateways and permit your clients to clear their Dues Quicker.

Gain Visibility: Assume control by getting real-time reports and statuses for all your Outstanding Payments.

Efficient Invoicing – Made a sale? Craft and send beautiful and branded invoices within a few minutes and make an excellent first impression.

Send Estimates – Won a deal? Give your prospective customers a rough estimate of pricing, discounts, and period to delivery with estimates.

Track Time – Effortlessly track time and bill your clients predicated on the hours you spent on their Project with total clarity.

Record Expenses – Made expenses on behalf of your clients? Add them in and get reimbursed on time with expense tracker.

Integrations – Integrate applications you already use to get notifications right within Gridle.

Bank-Grade Security – Gridle offers 256 bit SSL encryption to your entire data. In transit and at rest.

Increase your Agency faster because they build lasting relationships with your clients through every step of the client journey.

Our Group Discussion

We have discussed this deal on our private Facebook group. If you are interested, you can join in the discussion at https://www.facebook.com/groups/alstonantony/permalink/599349804281563/

We have not discussed this deal on our private Facebook group. If you are interested, you can join and start a discussion at https://www.facebook.com/groups/alstonantony