Project Description
Our client came to us with the hopes of improving their internal sales management platform that is used to track estimates, proposals and project sales. We helped improve it by integrating it directly into other in-house systems they use for project management as well as integrating it with Cosential, a web based commercial project CRM solution.
Major Features
- Seamlessly integrate estimate and proposal data into the clientโs Cosential CRM account, syncing new proposals in both systems and updating proposals and opportunities as they are edited.
- Load live data from our clientsโ internal SQL server to allow users access to the most up to date data when creating and updating estimates and proposals in their in-house system.
