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Design and execute your business specific routing and approval rules

GREEN HOME GRANT CRM

Web Spider is providing you white label “CRM” software including lead application, quotation acceptance, quotation rejection, quotation re-assignment, survey bundle creation and bulk of reports that is only for the purpose of “Green Home Grant”.

CRM Quote Management System combines both an intuitive user experience with an extensible platform serving the needs of "Green Home Grant".

You’ll also be able to:

  • Staff management under the pre-defined privileges i.e. Admin, Call Center and Agent.
  • Client management
  • Landlord management
  • Landlord properties management
  • Build quotes with greater efficiency
  • Quotation export functionality to download PDF
  • Multiple quotations (PDF) merge in one file on download time
  • Perform multiple actions on quotations i.e. Acceptance, Rejection and Re-Assignment
  • Bulk of reports

Ready to get started with Quote Management?

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