Quick Quote CRM

01 · Quote builder

Let Customers Build Their Own Quote.

Add a product catalog and quote builder to any page. Customers pick products and quantities from your WooCommerce store and send a quote request in one step.

• Search, filter and variation picker from your WooCommerce products
• “My Quotes” area where customers see their own quotes
• Shortcodes and an Elementor widget

02 · Quotations

Professional Quotes in Seconds.

Your team reviews each request, adjusts prices and sends a clean, branded quotation. Product name, SKU and price are saved on the quote, so later price changes never alter a sent quote.

• Automatic numbering such as QT-2026-0001
• GST or any tax rate, with your company details and GSTIN
• Printable quotes and quote emails

03 · Contacts & leads

Every Lead in One Place.

Every customer who asks for a quote becomes a contact, linked to their company. Capture new leads with a form and convert them to customers when they buy.

• Contacts and companies with GSTIN and address
• Lead capture form for any page
• One-click lead to customer conversion

04 · Pipeline

See Every Deal Move.

Track opportunities through stages you define. When a customer accepts a quote, the linked deal updates by itself.

• Custom pipeline stages with probability and colour
• Quotes linked to deals

05 · Team roles

Your Team, Your Rules.

Give your sales staff a Sales Rep role. Reps work with all contacts and deals but only see their own quotes, while shop managers and admins see everything.

• Sales Rep role with its own dashboard
• Fine-grained permissions for quotes, contacts and reports

06 · Follow-ups

Follow-Ups That Happen.

Log calls and meetings, set tasks and get email reminders before they are due. Reports show your pipeline and quote activity at a glance.

• Activities and tasks on every contact and deal
• Reminder emails and sales reports