Turn the next enquiry into a clear offer
Keep the customer conversation moving from first contact to quotation. Datrylo CRM and Sales bring the people, requirements and commercial details into connected records.
A two-kit enquiry becomes a 20,000 IQD quote
Follow a practical workflow example from the first request to the next handoff.
| Step | Linked record and result |
|---|---|
| 1 | Sales owner records opportunity LEAD-02: two stock kits, delivery this week, decision-maker identified. |
| 2 | Quote Q-02 uses 2 × 10,000 = 20,000 IQD before tax. Sales links the quotation to the opportunity and customer. |
| 3 | A request for a third kit creates a revised 30,000 offer. Confirm acceptance of the revision before converting it into an order. |
Inspect the application foundation
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Keep the work connected
Give each opportunity an owner, record the next activity and move it through your sales stages. Prepare the quotation with the customer and product information your team already uses. Keep the offer and the conversation together as the scope develops.
Build around your operation
Shape qualification stages, quotation layouts and follow-up activities around your team. Our custom-development service can add special-price approvals, proposal documents and connections to other lead sources.
Prepare the handoff review
Bring one source transaction, its exception, the responsible roles and the required output document. Use the case above as a starting point for your workflow review.