CRM & Operations — Propello Suite
Run CRM, quotes, orders, invoices, pricing, and customer portal from one system your whole team trusts.
Problems it solves
- Scattered records — Contacts in CRM, jobs in another tool, files in Dropbox.
- Pricing mistakes — Decorator math lives in spreadsheets.
- Status calls — Customers phone because they cannot see progress online.
How it works
- Capture leads — Storefront, email, and walk-ins create CRM records.
- Quote with rules — Pricing engine applies margins and breaks.
- Produce & update — Orders feed production; portal shows milestones.
- Invoice & grow — Payments and retargeting use the same data.
What's included
- CRM — Contacts, companies, tags, and owners.
- Quotes & orders — One record from enquiry to shipment.
- Invoices & Stripe — Payment links without QuickBooks re-entry.
- Pricing engine — Rules, markups, and decorator lists.
- Customer portal — Proofs, pay, and track 24/7.
- Tasks & calendar — Shop and personal to-dos with due dates.
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