CRM-02 · HOW IT WORKS · ≈60 SEC
HOW LEADS, CRM & QUOTING WORKS
Workover ERP tracks every lead from the first field call, builds quotes from real routing templates and shop rates instead of guesses, and converts a won quote into a sales order and work orders in one click.
ABOUT THIS MODULE
Step-by-step walkthrough of Leads, CRM & Quoting in Workover ERP: capture; quote; win; track. Watch the storyboard and grab the voiceover script.
RELATED WALKTHROUGHS
Modules that share this workflow — each one runs about sixty seconds.
How CAD to Quote Works in Workover ERP
Step-by-step walkthrough of CAD to Quote in Workover ERP: drop; analyze; price; send.
How Document AI & OCR Works in Workover ERP
Step-by-step walkthrough of Document AI & OCR in Workover ERP: scan; extract; create; track.
How Marketing & Growth Works in Workover ERP
Step-by-step walkthrough of Marketing & Growth in Workover ERP: tag; follow; measure; decide.
SEE IT ON YOUR DATA.
30 minutes, your real job on our screen — quote, traveler, invoice, end to end.