Quotation Management

Problem Statement: The client was a product based company where the sales team would send quotations to potential customers and follow up regularly. There used to be frequent mistakes due to manual process and the sales team would sometimes forget to follow-up with clients.

The key issues they were facing:

• Generating quotations in minimum time

• Editing the previously sent quotations

• Keeping the track of leads and their statuses

• Regular follow up with leads on specified date and time

Magikos Solution: A Web application for managing their quotations and follow-ups. The application generates quotations based on input provided by the users and sends that automatically to the lead. The user of the app who sends a quotation will be sent reminders to follow-up with the lead until it is marked as “Closed” in a provided system. The owner of the company can now review the data whenever he wants.

Some of our system’s key features:

1. Creating Quotations by just one button click and sending to client’s email ID`

2. GST-compliant quotations

3. Alert Pop-Up notifications

4. Auto Follow Up

5. Ability to filter past data as well as smart search

6. Lead status/type of next follow-up

7. Optional Add-ons- Call scheduling calendar events reminder, Auto Follow up in stages with varying templates.