Website enquiries, organised
Your website's contact and quote forms create an enquiry in your list, which moves from new to contacted, quoted and won, with notes and history along the way.
- Nothing gets lost in email
- Stages, notes and files
- Log phone enquiries too
An alert on your phone for every enquiry
As soon as an enquiry comes in, you get a message. Replying the same day is often the difference between winning and losing the client.
- SMS or Telegram, as you prefer
- The number of your choice
- No need to open your email
Whoever writes knows it arrived
Everyone who fills in a form immediately gets an email in your business's name confirming that the enquiry arrived and when they can expect a reply.
- Automatic confirmation email
- In your business's name
- Replies come to you
Quotes and receipts in your business's name
Write the quote from the enquiry, email it as a PDF, and once it is accepted turn it into a receipt without retyping anything. The platform takes care of the numbering.
- Automatic numbering, by year
- Sent by email with the PDF attached
- From quote to receipt in one click
Clients with a record and history
A won enquiry becomes a client, with contacts, tax number, address and how they usually pay. From then on, every document comes out filled in.
- Contact and billing details
- Currency and payment terms
- All of the client's documents
€10 a month, final price
A fixed amount, with no extras, paid in your Casa Digital account. Cancel whenever you like, and the CRM stays active until the end of the month already paid.
- Monthly subscription
- No extras
- No long contracts