Generate professional price quotes quickly and consistently.
Simple Pricing & Invoicing for Your Clients
Clarity CRM makes it possible for your entire team to use price quotes and books. Deliver consistent pricing and professional price quotes to your customers every time. Create professional quotes & proposals in minutes with Clarity CRM. Deliver price quotes consistently across your entire company.
- Generate a professional price quote in minutes
- Track all your active quotations in a single intuitive view
- Create polished price quotes so your team delivers pricing consistently and professionally
- Customize the quotations module to accommodate your unique quoting and proposal process
- Add products and services directly from a price book or type custom line items directly into the quotation
- Run quotation reports for forecasting and analytics
- Let Clarity CRM automatically generate quote numbers for you or use your own numbering convention