Hello, Small Business Owners! Today, we're diving into another powerful feature of Perfex CRM-the Estimates section. Whether you're a coach, consultant, cleaning company, plumber, lawyer, or accountant, this tutorial is designed for you.
Let's explore how Perfex simplifies the estimation process, making it a breeze for your service-based business.
- Estimates can only be sent to customers
- Estimates have statuses and email reminders in place
- Estimates can be viewed in the Estimates section or in the Customer Section
- Estimates are available to customers in the Client Portal as well
#perfexcrm #smallbusienss #estimates
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