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Efficient Quote Creation

hafooz provides a user-friendly interface for creating quotes quickly and accurately. Easily input product or service details, pricing, terms, and conditions to generate professional quotes that meet the needs of your customers.

CRM implementation

Customization and Personalization

The bot can capture and qualify leads through conversations.
By engaging wTailor quotes to each customer’s requirements. hafooz allows for quote customization, such as adding personalized messages, branding, and custom terms, ensuring a personalized and professional touch.ith potential customers, it collects valuable information and identifies high-potential leads, allowing sales teams to prioritize their efforts effectively.

Quote Approval Workflow

Set up an approval workflow within hafooz to ensure quotes go through the appropriate review process before being sent to customers. Define rules and notifications to streamline the approval process, ensuring accuracy and consistency.

Quote Follow-up Reminders

Never miss a follow-up opportunity with hafooz’s reminder feature. Set reminders to follow up with customers on quotes, ensuring proactive engagement and increasing the likelihood of closing deals.

Quote Analytics and Reporting

Utilize hafooz’s reporting and analytics capabilities to gain insights into quote performance, such as conversion rates, win/loss ratios, and revenue generated from quotes. Analyzing this data helps you identify strengths, weaknesses, and areas for improvement in your quoting process.

Integration with CRM

hafooz integrates quote management with customer relationship management (CRM) features. This integration allows for seamless data flow, ensuring that quote information is synced with customer profiles, providing a holistic view of customer interactions and quote history.

Streamlined Quote-to-Order Process

hafooz facilitates a smooth transition from quotes to orders. Once a quote is accepted, it can be easily converted into an order within the platform, eliminating the need for duplicate data entry and ensuring a seamless customer experience.

Trusted by users as a top market leader

4.5 out of 5 on G2
4.5 out of 5 on G2

"Easy to use, Helpful Customer Support"
Its easy to use UI/UX, geo-tracking feature and Mobile App

J
4.5 out of 5 on G2

"Hafooz has been a very helpful CRM tool"
for streamlining our sales and marketing efforts.

S
4.5 out of 5 on G2

"Best Simple and easy to use CRM"
Its user interface along with ease of use is completely simple. Anyone can understand by seeing the dashboard. No complexity.

S

Your Growth Toolkit

AI Chatbot for Web and WhatsApp

Web forms

Automation

Meeting Scheduler

Marketplace Integrations

AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp

Email and WhatsApp outreach

Automate Sales Pipeline Management

Quotations

360 View of Customer

Mobile on the Go

AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp

Manage Goals

Sales team geolocation tracking

Track performance metrics

Track customer interactions

Reporting and Analytics

AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp

24/7 AI chatbot for Web and WhatsApp

Knowledgebase

Ticketing

Customer feedback & surveys

Order Tracking and status update

AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp
AI Chatbot for Web and WhatsApp

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