Trajectors

Commercial / Customer relationship management (CRM)

Turn an accepted quote into a staffed project.

Keep the customer, opportunity and quote together. When sales accepts the quote, delivery gets its backlog and Finance gets a draft invoice.

Sales quotes

Sample workspace
Inspect the Customers & sales screen Full size ↗
Sales workspace with three customer quotes, amounts, approval states and project links.
The sales team can follow an accepted quote into its delivery project and draft invoice.

How the work moves

  1. Record the opportunity

    Choose the customer and describe the work. If the enquiry came from a campaign, record its response reference so a repeated response cannot create a second lead.

  2. Write the quote

    Set the price in the company currency, choose the person who will own delivery and list the tasks that the price covers.

  3. Hand over the agreement

    Accepting the quote creates the project, milestone, first sprint, backlog and draft invoice together. Sales can follow the invoice status on the opportunity and open a service ticket for a customer who needs follow-up.