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Get rid of manual Word or Excel templates. With Microbizz, you can create and reuse quote templates, insert standard prices and materials and pull information directly from CRM and projects. This saves you time and ensures consistent, professional quotes - every time.
Track the status of all your deals in real-time – see what has been sent, opened and accepted. This gives you a clear picture of the sales process and makes it easy to prioritize the right follow-up.
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Follow your deals in intuitive lists or boards where every step of the sales process is visible. You can easily see which deals require action and where a customer is in the process. This creates structure and ensures that no opportunities are lost.
Share quotes directly from the system with colleagues or send them to customers with just a few clicks. Quotes can be accessed online and the customer can even sign digitally. This removes barriers and makes the whole process faster and more transparent.
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All relevant employees – from salesperson to project manager – can see the status of offers and agreements. This provides a common overview and ensures that everyone is working from the same data. The customer also experiences a professional and streamlined process from first contact to signed agreement.
"The most important thing about Microbizz is that you can have it modulated according to your needs. In other words, you can go in and change a lot of parameters as you wish. You can develop without having to have great IT skills or a whole staff of people processing the system."
Offers - full overview from first contact to closed sale
With Microbizz' Quotations module, you get a streamlined and professional process – from first draft to final acceptance. All offers are automatically linked to customers, tasks and projects in CRM, so you always have a full overview of what has been agreed and how it relates to daily operations.
When you create a quote, you can easily add products, services and discounts to give the customer an accurate and transparent price. If changes are made along the way, you can quickly update and resend the offer – and the entire history is stored in one place so you can always see what was agreed and when.
Benefits of Microbizz offer management:
✔ Collect all offers, customers and projects in one system
✔ Add products, services and discounts directly in the quote
✔ Full integration to tasks and projects – ready for action upon acceptance
✔ Follow the status in real-time – see if offers are opened or accepted
✔ Store all quote history in one place for full transparency
✔ Close deals faster with digital acceptance
With Microbizz, you don't just get a quote module – you get a complete tool that ties sales and operations together in one system.
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Equipment management tailored to your industry
Craftsmen and Contractors
Keep track of your offers - quickly and accurately. With Microbizz, you can create and customize offers with products, services and discounts so that customers always have a clear overview. Offers are automatically linked to projects and tasks, making it easy to follow the process from initial offer to execution and invoicing. You'll save time, minimize errors and be stronger in the competition for new projects.
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Utilities
In the utilities industry, service agreements and projects are often long-term and require accurate quotes. Microbizz allows you to create detailed quotes based on historical data, standard services and material consumption. All quotes are linked to CRM and tasks, so you can always see what has been promised to the customer and follow the progress from quote to final delivery. This creates transparency across teams and reduces misunderstandings.
Facility Management
When working with fixed service agreements or ad hoc tasks, it's crucial that your offers are flexible yet consistent. With Microbizz, you can create quotes based directly on customer needs – linked to specific buildings, locations or service areas. The system makes it easy to reuse templates and customize them, so you can quickly deliver accurate and professional quotes that are ready for digital acceptance.
Service companies
The service industry often requires fast and competitive quotes – both for small jobs and larger contracts. With Microbizz, you can prepare quotes quickly and professionally, with prices, materials and time spent transparently stated. When the customer accepts online, the job is automatically created in the system so your team can get started without delay. The result is an efficient process that reduces administration and helps you close more deals faster.
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