Create good looking proposals and impress your potential
clients. Include images, tables, youtube videos with the
powerful built-in editor.
Prospect Option:
Enable the option for your prospect to
view and comment directly in the proposal to help seal the
deal.
ESTIMATES
Estimates Made Easy: Create, Send, Get Paid
Start Invoice:
Create estimates within minutes, send it to your customers contracts-all-background wait for
them to accept.
PowerP Editor:
Estimates have the ability for auto-convert to an invoice after the customer accepts. They
can also make actions on the estimate without being logged in to theplatform.
INVOICES
Simplify Your Financeswith One Click
Start Invoice:
Start a new invoice from scratch, or just send to your customer
the estimate auto converted to invoice.
PowerP Editor:
PowERP has powerful editor to make professional looking
invoices which your customers will find very intuitive to respond
to.
Why customers love powerp
Join over 10 milion users whos treamline their workflows and make your processes easier.
Alpha Lawyers
“Powerp Sales keeps our lawyer department hyper-focused on the right initiatives.”
Alpha Lawyers
“Powerp Sales keeps our lawyer department hyper-focused on the right initiatives.”
Alpha Lawyers
“Powerp Sales keeps our lawyer department hyper-focused on the right initiatives.”
FAQ
get answer to your questions
Join over 10 milion users whos treamline their workflows and make your processes easier.
How do I create and manage customer profiles in
PowerP?
Log In to PowerP:
Access the PowerP platform and log in with your credentials.
Navigate to Customers or Contacts Module:
If PowerP has a dedicated module for customers or contacts, navigate to that section within the
platform.
Can I segment customers based on specific criteria?
If you are using a tool like "PowerP" or a similar CRM platform, you can typically segment
customers based on various criteria.
What tools are available for customer relationship management
(CRM)?
Salesforce:
One of the most widely used and comprehensive CRM solutions, Salesforce offers features for sales,
marketing, service, and more. It's known for its scalability and customization options.
HubSpot CRM:
How do I track customer interactions and communication
history?
Here are general steps on how you can track customer interactions and communication history in a
CRM
system:
Log In to Your CRM System:
Access your CRM system, such as Salesforce, HubSpot, Zoho CRM, or any other CRM tool that your
business uses.
Can I create and manage customer support tickets in PowerP?
Log In to PowerP:
Access the PowerP platform and log in with your credentials.
Navigate to Customer Support Module:
If PowerP has a dedicated module for customer support or service, navigate to that section within
the platform.
What reporting features are available for customer data?
Here are common reporting features you might find in CRM systems:
Standard Reports:
Pre-built or standard reports that cover commonly used metrics and key performance indicators (KPIs)
related to customer data.
Custom Reports:
