Capture the prospect details & interest in your products. Show your gratitude by sending a PDF personalized with Prospect details, Thank you message followed by info of products inquired by that prospect.
Prospects
Select any contact to add in as prospect with inquiry status assigned WIP ,Success or Dropped
Inquiry Details
Products inquired by prospect can be added to bag from your ‘Product Library’ in case it is added by you in Vistabizz Products.
Inquiry Status
Manage prospect wise inquiry status from WIP Or Success Or Dropped. Dropped entries can again be considered for follow ups with due reminders.
Follow Up
Possibility to set prospect wise follow up reminders.
Thank You Message
A Document gets automatically created with a name of Prospect along with a Thank you message and the list of products inquired by that prospect.
Profile Included
Branding of your transaction and signature will be picked up from your profile automatically.
Smart Icon
Smart icons are links to your social profile. Get automatically added to every document sharing in PDF.
Share as PDF
Share quotation, order, invoice via all possible sharing apps in your mobile.
