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Create and follow up on quotes in your CRM

Link a quote to the customer and deal, keep track of its status, and see what needs follow-up next.

01

From deal to quote

The customer record brings together contacts and history. The deal shows its status and next step, keeping the quote and follow-up alongside the conversation.

02

Online quote acceptance

Send the customer a quote page. They confirm with a one-time code sent by email.

03

Keep the next step clear

Track quote status and agree who will do what next. Follow-up appears with the customer and deal history.

04

Part of the sales workflow

Hej CRM brings customers, deals, and quotes into one workspace on web and mobile. Follow status and next steps from the customer’s deal overview.

The customer accepts the quote with a one-time code sent to their email address.

Try free for 30 days

Try Hej CRM free for 30 days without a payment card. After the trial, the account may become read-only until the team activates a paid subscription.

Try free for 30 days

Questions? Email us: hej@hejcrm.com