Commercial prospecting, how it works

Would you like to know how Djaboo supports you in your commercial prospecting? Let's find out together how!

  1. Your diary

Thanks to the calendar available in your application, you have the possibility of synchronizing it with Google calendar.

To do this, simply follow the following tutorial: Synchronize your calendar .

2. CRM

This tab centralizes your entire database of contacts, prospects and customers. That you can follow at a glance thanks to its dedicated dashboard.

Prospects/customers dashboard

3. Customer files

Thanks to the customer files, all the information specific to your customers is available in the same place. Information such as:

  • Contacts (All saved contacts of this customer)
  • Customer information (Name, address, Siret number or VAT number, etc.)
  • Projects (All projects, in progress, validated or completed)
  • Invoices (All invoices, sent, signed and validated)
  • Payments (All payment statuses)
  • Quotation (All quotations sent, signed and validated)
  • Orders (All order statuses)
  • Quote requests (All quote requests received)
  • Contracts (All contract status)
  • Proposals (All proposal statuses)
  • Customer support (All support exchanges)
  • Notes (All your notes about the client)
  • Files (All files exchanged with the client)
  • Events (All meetings and appointments made with the client)
  • Expenses (All expenses incurred for the client)
The customer file

4. Prospects

With the directory and customer files, you can better manage the commercial part. Additionally, you can use the prospecting feature, which allows you to create tabs for each specific stage of the opportunity (e.g. Planning, Negotiating, or Phone Call) to organize all of your activity into a visually organized spreadsheet. .

Management of prospecting and opportunities

5. Quotes & invoices

The production of quotes and invoices is vital for your business, a precise and detailed video is being produced on this subject:

How it works ? Quotes & Invoices coming soon

Add Quotes and Invoices

6. Product and service catalog

Consolidate all the products and services you sell in one place. Click on the “Add” button and fill in the following information:

  • Title
  • Description
  • Category
  • Unit Type
  • Cost
  • View in Customer Portal

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