Creating contract in iNext CRM is super easy. It allows you to select a client and feed the contract details in a short form and you are done. Additionally, you can create contract types and segregate them as per your need. You can show it to the customer or hide it as per your requirement. Here the start date and end date plays a major role for all the future auto activities.
iNext CRM Contracts have a web view, which is visible to the customer and they can download it from there. The web view allows clients to view the contract easily on any device, download PDF and share their comments on the discussion section. It's not just a web view, it’s a complete client engagement medium.
Comments, Reminders, Tasks & Notes
To save your time and efforts, iNext CRM gives you the additional functionality to enhance your productivity & experience. The Comment section allows you to communicate with the client when the share comments on web view. You can set a reminder to call on x date and iNext will remind you on that day. You can create a task and assign to your team members to act upon. And Take notes whenever needed.
Download, Print, View PDF
Finally, you get beautifully crafted printable, shareable PDF format of contracts. You can email it directly from the application or can download and send it from your email id. View as PDF, Download PDF, Web View, Print View…we give you full control the way you want to view your proposal.
SMS Alerts (Transactional)
Your customers will get SMS alerts when their contracts get expired. Also when you add a comment to the contract the customer gets an SMS alert. You can engage your customer at a very fast pace, even if they don't accessible to emails.