Selling
Quotes
Product catalogue, quotes built from a deal, branded PDF, e-mail and online accept/decline by the client.
Included in plans
- Pro
- Business
On any other plan, add it for $12 per month.
Requirements
None — works on every plan.
Goes well with
All NextGenLB CRM add-ons-
$8/mo
Multiple pipelines
Separate pipelines (new business, renewals, partnerships) each with their own stages.
Details -
$10/mo
Advanced reports
Won/lost by period and rep, activity counts, lead-source conversion and CSV exports.
Details -
$5/mo
Custom domain
Quotes and lead forms on your own domain.
Details