Create Lead
Capture inquiry with service, source, budget and notes.
Sales System
Quotation, Proposal and Invoice Flow
Turn inquiries into proposals, projects and payment tracking using the Udyojak CRM Pro finance system.
Send Proposal
Create quotation/proposal with scope, package, amount and validity.
Convert Client
Move approved lead into clients and projects.
Track Invoice
Create invoice, payment status and due-date reminder.
Recommended quotation sections
- Client problem and goal
- Service scope and deliverables
- Timeline and milestones
- Pricing and GST details
- Payment terms
- Next step CTA