From the first contact to the quotation, keep customers, team tasks and follow-ups in one place—and always know where every lead stands and what comes next.
CRM and sales management for teams across various industriesCustomer Callcustomer’s requirements and pricing options were discussed
Quotation SentThe quotation and proposal were sent by email
Connected tools help your sales team organize work and complete every follow-up without missing a step.
Collect customer data from forms, Excel files and multiple communication channels.
See the current stage, opportunity value, win probability and next step.
Plan calls, meetings and visits with clear reminders.
Track calls, notes, messages and outcomes in an organized timeline.
Create quotations, link them to customers and sales opportunities, and track their status from creation through approval and deal closure.
Add the fields and classifications your business needs without complexity.
Turn repetitive follow-up steps into clear actions that keep the sales team accountable and protect every opportunity.
Customize customer and opportunity data to fit your business without changing how your team works.
With InstaOne, CRM integrates with real estate and finance solutions to cover the complete sales and collection journey.
Customer data, tasks, activities and quotations.
You Are Here Real Estate InvestmentUnits, reservations, sales contracts and payment plans.
Explore the Solution Financial ManagementCashboxes, banks, checks and financial movements.
Explore the SolutionSee how InstaOne organizes follow-ups and turns opportunities into results.
Book a Free Demo
Download the brochure to learn about customer, opportunity, follow-up, activity, quotation, and complete sales-cycle management.