Customers & opportunities
Keep company records, contacts, enquiries and opportunities together.
Business Systems & AI
CRM & Business WorkflowFrom first enquiry to customer history. One visible process.
Connect customer management, RFQs, quotations, follow-ups and orders around how your business sells.
The starting point
Make the process
easier to manage.
Enquiries arrive in one place, quotes sit in another and follow-ups depend on memory. A connected commercial workflow makes the next action and its owner easier to see.
A connected workflow
- 01Enquiry
- 02RFQ
- 03Quote
- 04Follow-up
- 05Order
- 06Customer history
Key capabilities
Practical detail. Purposeful scope.
Capabilities are selected and configured around your requirements; availability and scope are agreed for each deployment.
RFQs & quotations
Organise requirements, quotations, supporting documents and sales approvals.
Follow-ups & orders
Give teams a visible next action and connect accepted quotations to order workflows.
Business visibility
Review activity, documents and reporting across the customer relationship.
Who it is for
A fit for your operation.
- Trading & wholesale
- Contractors
- Professional & service businesses
- Owner-managed businesses
Integration & deployment
Plan the whole system.
Scope can extend into ERP and operational workflows, file and document management, or employee portals. Integrations and permissions are designed around the systems your team uses.
Explore deployment optionsWhy PROPID?
Start with your workflow.
We bring together reusable products, configuration, integration and custom development according to the requirement. The aim is a system your team can use in the real operation.
Start with a conversation
Let’s explore CRM & Business Workflow for your business.
Show us the process, system or workflow that is slowing your team down. We’ll help identify what should be improved first.