SeoToaster CMS Guide
SeoToaster CRM Ultimate
- CRM Dashboard
- CRM Reports
- Configuration review
- Lead Creation
- Lead list view
  - Lead Export How to export leads to a spreadsheet in 3 clicks. Mass-action Lead Export
- Detailed Lead view
- Creating Opportunity
  - Opportunity Pipeline Visualize your deals in your sales cycle with cards. Drag and drop deals across to another column to reflect progress within your sales process. See your progress in opportunities pipeline.
- Sales Proposal/Quotes
  - Digital Signature Digital Signature For Sales Proposals and Quotes. Seal the deal with your customer, get an automatic pdf document generated once your quote is signed
  - Quote pdf Find an automatically generated attached to your lead after they sign in.
  - Partial Payment Get down-payment for your quote, you can always track offline deposits by marking your partial payment paid.
  - Offline Payments Once you have received your partial payment in cash or via a bank transfer system which is not attached to the website, you can still mark this payment as completed on your quote
- Creating organizations
- Detailed Organization view
- Organization list view
- Workflows
- Net Promoter Score
- Building Email & SMS Sequences
- Tools
- Remarketing/Audience Ad Automation with Facebook and Google Ads
CRM Video Tutorials
CRM Mobile Application
- Block Spammers from MOS and your Mobile or Desktop CRM App Blacklist spammers from your mobile device through the SeoSamba Lead & CRM app. Block Spammers by pressing "Block contact" in you CRM mobile application.
- Lead Mapping in CRM Mobile Application Lead Mapping. Search your leads and organizations on the map, create driving routs in SeoSamba Mobile CRM. Find your CRM contacts on the map and add the to your route.

Digital Signature

Click the "Signature Requited checkbox" or select "Only Signature Required" if your are not planning to collect payments thorough your website.

partial payment and signature

Your Lead will see this widget on their Quote/Proposal:

digital signature Once your Sales Proposal is signed, you will automatically get notified by email or SMS (Check Action Emails and SMS settings) And your Quote/Proposal will change it's status to Signed, you'll see it in the Leads Timeline and on the Quotes Tab. Also, the PDF-document of your quote will be attached to your lead on the documents tab.

Back to Community Page

Find Information on This Page

Digital Signature