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Spectrum CRM helps commercial contractors win more jobs quickly by combining construction specific CRM with lead management, bid tracking, proposal generation, follow-up plans, drip marketing campaigns, and newsletter email marketing. This is an all-in-one integrated, easy-to-use, and affordable web-based solution.

A majority of companies manually create proposals on the fly, and these proposals lack consistency in format because proposals are created by different people. Spectrum CRM makes it easy to design, build, send, and track your proposals in a consistent manner to produce professional grade proposals every time. Proposal templates utilize industry best practices that include your company’s proposal language and graphics that will set you apart from your competition.

Join us for a brief overview of how to create proposals in Spectrum CRM to see how it can help you automate your sales and marketing efforts.

This webinar will cover how to:

  • Quickly and easily create proposal templates to standardize the look and process for creating proposals.
  • Add Excel spreadsheet cell ranges to proposals and have them dynamically update.
  • Merge fields from selection list.
  • Email proposals with all of the supporting documents.
  • Track and follow-up on proposals with customizable plans.

 

Watch Recorded Webinar

Please click here to watch this recorded webinar