CRM with Quoting

Meet the fastest route from proposal to quote to a closed deal

Paycove is a CRM with quoting features that help you streamline and automate even the most complex proposals, quotes, invoices, and collections so that you can focus on the thing that matters - Growing your business.

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CRM with quoting
Companies using our CRM with quotes.

A dedicated CRM with quoting capabilities

No—you can’t avoid proposals and quotes. Issuing and managing them is an integral part of any business.

But you don’t have to waste time on it. Or managing the process. Or chasing payments…

The thing is - That is exactly what usually happens…

Every month, you issue quotes for every potential deal, track and manage the progress, and follow up with customers. And once you get it approved… well, that’s where the real work begins.

Now, you must collect and process payments, update and synchronize the data, and do all those other pesky things that keep the process running smoothly.

Or do you?

We created Paycove, our CRM with quoting features to help you streamline and automate almost all aspects of this process.

Here’s how.

Quotes and Invoices (on Autopilot)

Every quote is a potential for more revenue and an opportunity for your business to grow. That’s why we’ve created our CRM with quoting to help you streamline and automate routine tasks—like creating and sending proposals, for example, or collecting payments.

  • Automations:
    With Paycove, you can customize your quoting workflows to fit your business's operations, not the other way around.

  • Workflows and Processes:
    These automated workflows ensure consistent accuracy in every task, from data capture to report generation, eliminating the need for frequent cross-checks.

  • Integrated Notifications:
    Whether it’s an quote that needs approval or a transaction that’s just been processed, Paycove will keep you informed every step of the way. No more sending manual payment reminders or updating the data. Paycove does it all for you.
CRM that allows for creating stunning quotes.

Flexible Payment Plans

With Paycove’s CRM with quoting, you can offer customers flexible payment options, making it easier for them to manage their finances while securing your cash flow:

Flexible payment plans that you can use in our quoting CRM software
  • Deposits:
    Collect initial payments to secure orders and improve cash flow.

  • Customizable Payment Schedules:
    Allow customers to choose payment dates that work best for them.

  • Total Balance Payments:
    Provide options for customers to complete payments at their convenience.

Follow-ups, Reminders, and Reporting

It’s unfortunate, but sometimes, you have to remind customers to accept the quote. Luckily, with Paycove, you don’t have to do it manually anymore and have our software to gently follow up with customers to remind them about quotes and proposals.

  • Automated Follow-Ups:
    With our quoting CRM, you can schedule automated reminders for pending quotes, deals, and payments.

  • Reminders:
    Whether it's proposal reminders, scheduled check-ins, or feedback requests, automated systems ensure that your messages reach the intended recipients at the optimal time.

  • Real-time Reporting:
    Utilize real-time data to understand which clients need more attention and which strategies are most effective.
Different billing options

Powerful Integrations

Paycove’s quoting CRM software integrates seamlessly with your current systems, so you don’t have to waste time manually updating data across your different platforms.

Integratins
  • Real-time Data Syncing:
    Keep your financial and customer data up-to-date across all platforms.

  • CRM and Accounting Integrations:
    Connect with leading CRM and accounting systems for a unified management experience.

  • Automated Tax Calculations:
    Simplify tax handling with automated calculations according to local regulations.

Why businesses choose Paycove’s CRM with quoting capabilities

Save time & money

When you use Paycove, you get more than just quoting CRM. You get a complete solution to quote, invoice, and process customer payments on autopilot, saving you time and money.

Focus on what’s important

Billing, collections, or data management typically take so much time and can take you away from working on what’s really important. Paycove's 1-1 sync with Hubspot, Quickbooks, and Stripe eliminates many manual tasks, freeing you to work on your business and not in it.

Close deals faster

With Paycove's Payment Planner feature, businesses can offer customized payment plans to their customers. This can help them tailor their billing to their needs and boost sales.

Improve customer engagement

Paycove's real-time tracking and reporting capabilities will help you keep an eye on the billing and payment process at all times, ensuring that you’re providing the best service possible and boosting customer engagement.

Automate accounting

Paycove's integration with Quickbooks can help businesses to easily track their financials and automate their accounting processes.

But there's even more...

Enhanced Visibility

Consolidate billing data for efficient management

Optimized Sales Process

Focus more on selling, less on payments

Efficient Bookkeeping

Seamlessly integrate billing data into Quickbooks

Lower transaction fees

Tools to lower transaction fees

Flexible payments

Support for scheduled payments, deposits, subscriptions and more

Seamless Integration

Well-integrated apps for smooth operations

CRM with Billing

Leverage CRM for streamlined billing and collections

Reporting & Analytics

Uncover insights with full visiblity into your billing data

Invoicing, collections, and revenue, all in one place

Bring your tools with you. Paycove integrates seamlessly with most popular sales and accounting software

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