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.

Sales Proposal/Quotes

SeoToaster e-commerce package supports quote functionality which allows you to create beautiful sales proposals, send them to your leads and collect payment both through the payment methods that include PayPal and SagePay for the quotes and the payments collected outside of the system, (cash, check or via a wire transfer)it can be reflected that a payment has been collected in your CRM and bridge the gap between offline and online transactions. This lets you collect a partial offline and complete the transaction by collecting a final payment online.

SeoSamba Sales Proposal Feature

Supports Digital Signature
Generates a pdf-document
Accepts Partial Payment
Tracks Offline Payments

Adding details to your Quote is very Simple, if you have attached a quote ti an opportunity on a Lead detailed screen, all lead information will get populated automatically and there will be a link to this lead next to their email:

go to crm lead

You can order any design for the quote layout from SeoSamba Team by contacting sales@seosamba.com or filing this Contact Form.

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Sales Proposal/Quotes