In services, revenue comes from retainers, renewals and expanding existing contracts. 4softcrm tracks each retainer as a deal with a renewal date, proposals as numbered quotes, and creates follow-up tasks automatically through rules — an alternative to HubSpot, Pipedrive, Salesforce and Zoho.
Each retainer is a deal with a renewal date; a rule-based automation creates a follow-up task before it expires. Set up for sales teams in Olanda, with pipelines, custom fields and reports for the sector.
See every owner's open deals and their weighted value, so the team does not promise more than it can deliver. Set up for sales teams in Olanda, with pipelines, custom fields and reports for the sector.
Each proposal is a numbered quote document linked to the opportunity, with status and follow-up activities. Set up for sales teams in Olanda, with pipelines, custom fields and reports for the sector.
A separate pipeline for additional services to existing clients, with goals to track the results. Set up for sales teams in Olanda, with pipelines, custom fields and reports for the sector.
Scoring rules highlight the clients with the most expansion potential, based on the criteria you set. Set up for sales teams in Olanda, with pipelines, custom fields and reports for the sector.
Each retainer is a deal with a renewal date, and a rule-based automation creates a follow-up task before it expires.
Each proposal is a numbered quote document linked to the opportunity, with its status and scheduled follow-up activities.
You see each owner's open deals and their weighted value, so you do not promise more than the team can deliver.
The scoring rules you define highlight the right clients, and a separate upsell pipeline tracks the additional offers.
