Customers & CRM

Keep customer records connected with quotations, contracts and service work.

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ServoERP Customers & CRM overview screenshot — Original application screenshot. Select the image to inspect it at full size.

ServoERP Create a quotation screenshot — Earlier application capture; layout may vary by installed version. Select the image to inspect it at full size.

ServoERP Customer contracts screenshot — Original application screenshot. Select the image to inspect it at full size.

GENERATED DOCUMENTS

See the document your customer receives.

Preview ServoERP's generated documents. These examples use illustrative data; the salary slip is an archived blank example. Company branding is shown as "Your Company Header" for these website examples.

Quotation PDF preview with Your Company Header — Quotation PDF
A customer proposal with line items, GST totals and commercial terms.
Select the page to view it at full size.

SEE IT WITH YOUR WORKFLOW

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Customers & CRM

Customers & CRM overview

Create a quotation

Customer contracts

See the document your customer receives.

Quotation PDF

Want to walk through this in a demo?