The quote is the document that decides a deal, and too often it starts life as a file copied from the last customer — sometimes still carrying their name. Here documents are built from templates linked to the real data in the record.
Texts, item tables, images, separators and cover pages: composed once and reused for good.
Quantity, price, discount, VAT and totals worked out automatically, with the item catalogue at hand and the unit of measure coming straight from it.
Every document has a number and a revision: the new version does not erase the old one, and you always know which was sent to the customer.
The document comes back signed and is filed next to the original, ready to attach to an e-mail or a WhatsApp message.
For every attachment you record when it starts to apply and when it expires, and the search filters by both.
A video from the Coyote CRM demo series, recorded on real data.
Anyone producing many similar documents — quotes, service contracts, application forms — who no longer wants to check by hand that the details are right.
Yes: the template carries the company's logo, header, footer and cover page, and these can differ between companies in a group.
The document is sent as a PDF and comes back signed: the CRM recognises it as the signed version and keeps it with the original.
A customer record is not a list of names: it is where you understand, in ten seconds, who that customer is, who speaks …
Real work is never one single task: it is a job that passes through different people, with different timings. Coyote CR…
Writing to a customer and then losing track of that message is the easiest way to lose the relationship. Here e-mail li…
Customers write on WhatsApp, there is no arguing with that. The point is that those conversations should not stay on on…
The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Clou…
Work that lasts months does not fit into one task. The file gathers the jobs, the jobs their progress reports, and ever…
Knowing who is in the office and which room is free sounds like a detail, until you lose half an hour finding out. Two …
A badly filed document is a lost document. Coyote CRM ties it to a record or a job, gives it a type, a validity and an …
Your business software knows how much a customer has bought; the CRM knows what we have told them. Apart, each is only …
People working away from the office do not open a laptop to log a visit. The Coyote CRM mobile area runs in the phone's…
Half an hour of demonstration, with your own company records and documents. No commitment.