Sales

  • Estimate Request

    The estimate request feature is added in ECRMRP CRM version 2.8.0 and it’s used to create forms that your customers or potential customers can use to request an estimation of cost for services or products from your...
  • Subscriptions

    From version 2.0.0 in ECRMRP CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing. Subscription payments is provided via Stripe, you will need to have active...
  • Add Items/Products

    Items is ECRMRP CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item To create new items from the main admin menu navigate to...
  • Send Estimate to Email

    ECRMRP have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimate simple uncheck the checkbox Attach Estimate PDF After...
  • Converting Estimate To Invoice

    You can easily convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice...
  • Create Estimate

    To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecti...
  • Merging Invoices

    Merging invoices is feature in ECRMRP CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is used if your customer have other unpaid invoices but you need t...
  • Invoice Overdue Notices

    You can send invoice overdue notice manually or automatically with cron job. Sending with cronjob To setup automatically overdue notice go to Setup -> Settings -> CronJob -> Invoi...
  • Record Invoice Payment

    While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view will be shown including the record payment form. Keep in mind tha...
  • Send Invoice to Email

    ECRMRP have the option to send this invoice to a customer which is related.  Also, the PDF invoice will be attached to the email. If you want to do not attach the PDF invoice simple uncheck the checkbox Attach Invoice PDF...
  • Recurring Invoice

    Settings Navigate to Settings Menu -> Settings -> Cronjob Create a new invoice from the main recurring invoice only if the main invoice is with status paid? If th...
  • Proposal expiration reminders

    You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal. To configure email expiration reminders&...
  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...
  • Converting proposal to estimate/invoice

    To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview i...
  • Create proposal

    Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button You can create a proposal to lead or to a custo...
  • General Customer Report

    Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see about clients. Report with all customers wi...