Tags: #products#crm#forms#projects#estimates#signatures#pages#poweredby
Details:
Custom scooters require the flexibility to quote custom prices depending on the customer needs. The form-to-delivery flow starts with a custom form that the customer can fill out and submit, which automatically gets added directly to the customer file, then a follow up contact or call to verify their needs and price point, which will be used to describe the invoice that will be sent. This whole sales process allows Badass Scooters to fully integrate their website tailored for both their and their customer's needs.
Products
Create, Sell, & Purchase Products
Discount Offers
Full Sales & Purchase Reporting
Secure Guest Checkout
E-commerce is not only booming right now, it’s a requirement for almost every business. At
the very least even if you're main business model is service-based, think about supplemental Products
that could really provide value for your clients that your business could offer or bundle with your
existing services. If you’re in the business of selling either digital or physical Products & Services
already, this feature is for you.
CRM
Improve Customer Service Relationships
Assist in Customer Retention
Drive Sales
Manage Sales Pipelines
Customer Relationship Management (CRM) is the combination of:
Contact Management
Customer Journey & Sales Process Tracking
Analytics & Customer Intelligence
Manage and analyze customer interactions and data throughout the customer life-cycle, from prospect to repeat
purchase and referrals. A must for every business, the PaidToday CRM is also a great collaborative tool to manage your
contacts no matter the size of your team.
Custom Forms
Custom Forms Tailored to Process
Automatically Inserted into Contact File
Shareable & Embeddable
Adding prospect forms on your website can eliminate costly data entry time and convert
that into more productive work and billable hours. If your business likes to stick to tradition,
you can easily go through an internal-facing custom form and fill out the form as you're
chatting with your customer to give them a more personal touch to your on-boarding process. Our
forms can also be used for tailored sales funnels that kick off with a free download or mini-course.
Projects
Assign Team Members or Customers to Projects & Actions
Set Due Dates
Live Updates Of Completed Actions, Edits, Comments & Uploads
Easy Project Overview for Completion Status
Automatic Reminders & Notifications
Project management is a must for every modern business. Keep your entire team, and even your
customers, up to speed at every step of the progressing project or job. Allow your business to
flourish and slash inefficiencies by gaining a clear view of when projects will be completed. This
will provide you to book future work with confidence while reducing timing miscommunication and unforeseen events.
Estimates
Create Estimates
Customer Confirmation of Estimates
Create Invoice Directly from Estimate
Establishing the needs of a project and the cost can take a few back-and-forth steps until an agreement
is reached for both price and scope of the project. Sending estimates ahead of time and then getting
confirmation on them will give you and your clients a clear understanding before beginning the work on a
project, saving everyone time, money, and headaches from any potential misunderstandings about the project.
Signatures
Collect Online Signatures
Track & Record Signed Documents
Easily Integrated with Contracts & Agreements
Getting a signed contract, agreement, or mutual policy acceptance can be crucial to maintaining
your business’s integrity. Providing protections for all parties and clearly
establishing what is expected from both customer and business will help keep the customer happy and
informed because they have will have clarity for their project and how it will be handled.
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Easy Edit & Customize Web Pages
Visual Drag-n-Drop Pre-Made Blocks
Expert HTML, CSS, JS, and JSON Code Editor
Collaborate with Web Designers
Installable Complete Websites (Page Sets)
Automatic Search Engine Optimization (SEO)
Google Analytics and Facebook Pixel Ready
Full Page Builder Included with PaidToday Subscription
This page was created entirely in PaidToday Pages
Leave the expensive consultant fees in the past for small and simple changes
and take full control of your own website. Our in Page Set templating system also
allows you to build custom navigation bars, headers, footers, and CSS that you
only have to input once, instead of having extra redundant code on each page,
including your Google Analytics code and Facebook Pixel. The Page Builder also
makes sure that your pages are SEO ready so you can rank on each search engine organically.
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