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Get rid of tool overload and switch to a CRM
with everything under one roof.
No credit card required.
Sell warranties and service guarantees on a subscription basis to increase your recurring revenue.
Try it free“Half of our business comes from one-off projects, and it's great to turn those into predictable monthly cash generators by up-selling warranties on our work for a monthly fee.”
Send professionally crafted quotes, estimates and proposals using pre-created templates. Efficient and professional.
Try it free“I can create custom quotations with few clicks with dynamic products and prices and send it out to our customers instantly.”
Automatically turn accepted quotes into invoices, saving you time and headache having to manually create invoices, and with online payments you will always get paid fast.
“This tool elimates the need for manually creating invoices after a quote has been accepted. Saves us time and effort which we can spend on sales instead of admin work.”
Send contracts with the agreed terms and get clients' signatures to avoid misunderstanding of deliverables. Disputes are the last thing you would want to waste your time on.
“Spotwizz removes the need to use another service to manage contracts, it's all done inside the CRM which is very practical and saving us on costs and additional integrations.”
Get 360 degree view of all tasks and their statuses, and know what your employees and contractors are working on. Add reminders, milestones, and timers.
Try it free“The distribution business is complex as you're dealing with many contractors and sub-contractors, so having a clear overview of how things are coming along is essential for me.”
Easily find all client information in one place. Including invoices, quotes, projects, files, notes and support tickets.
Try it free“We have over 1200 B2B customers, and my team and I can access customer details with just a few clicks. This not only saves us valuable time which we could spend on providing a great service, it also makes my us far more efficient.”
Assign tasks to staff and contractors, check staff progress on projects, and manage all communication from a single dashboard.
“With Spotwizz we no longer have to email back and forth about a specific project or task - I directly comment on a particular task and tag my team members.”
Keep all support tickets in one place, assign them to staff, and track progress. Use canned responses to save time and improve customer satisfaction.
“Before Spotwizz we were using and paying for a separate service just for ticketing. With Spotwizz that's all built into our CRM so when we log in we see everyting in one easy dashboard. Superb!”
For just starting out and testing the waters.
For serious businesses looking to accelerate growth.
For large companies with complex workflows.
Prices exclude any applicable taxes.
Try Spotwizz today.
14-day trial, no credit card required.