SeoToaster CMS Guide
SeoToaster CRM Ultimate
- CRM Dashboard
- CRM Reports
- Configuration review
- Lead Creation
- Lead list view
- Detailed Lead view
- Creating Opportunity
- 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
  - Lead scoring
  - Form builder
CRM Video Tutorials
CRM Mobile Application

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