Good afternoon, Pavel

0 new leads (24h) 0 awaiting reply
Revenue (this month)
€0.00
Gross paid invoices this month
Operating result (this month)
€0.00
Net operating result (excl. panels)
Unpaid
€0.00
Pending collection (Draft/Sent)
Overdue
€0.00
0 overdue invoices

CRM Conversion Funnel

Historical unique transitions
New Leads 0
Initial contacts loaded Base: 100%
Avg. conversion time: 0.0h
Proposal Sent 0
Unique contacts with proposal log 0%
Avg. conversion time: 0.0h
Shipping Costs 0
Negotiated / final transport offer 0%

Lead Sources

Contacts breakdown

Logistics Telemetry

Live delivery volumes
0
In Transit (Dispatched/Loading)
0
Arrived (Delivered)
Systems Operational

Deliveries

0

Warehouse Prices

No price lists yet.

Company Name

Lead Name • email@domain.com
Phone: -

Outreach CRM Settings

Telegram Alerts (Boss Chat)
Send alert when won or new reply arrives
Stale Lead Alerts
Alert if lead is inactive in a stage
Number of days before an active stage lead is flagged stale
Default Incoterm value for new proformas, invoices, and packing lists

Sea freight quotes are requested for departure = today + this many days. Minimum accepted by the carrier is today + 4.

Applied to the USD sea freight part only, before it is shown to the client or added to a proforma. Local charges are never marked up.

Outbound Release Draft

Access World release SOP reminder:
  • Submit release order at least 1 day before loading by 10:00 AM.
  • Keep all discussions and release confirmations in the same AW REF thread.
  • This release generator is for drafting/copying only. It will not send the email automatically.
Attachments (INV & PL)

Client Cargo Dispatch Draft

Client Dispatch Notice:
  • Send this email once cargo loading has been completed.
  • Include client contact and relevant internal managers.
  • This dispatch order sends the email with selected attachments via SMTP.
Attachments (Signed/Pickup Documents)

Logistic Transport Request Draft

Logistic Request Notice:
  • Send this email to request truck dispatch from the transport company.
  • The Truck Load Plan PDF will be generated and attached automatically.
Attachments
Truck_Load_Plan.pdf (Dynamic PDF Plan) Dynamic Attachment

Live Rates SANDBOX

Getting live rates...

BROKER / CUSTOMS DISPATCH DRAFT

Broker Dispatch Notice:
  • Send this email to the broker for customs clearance.
  • This dispatch order sends the email with selected attachments via SMTP.
Attachments (Customs Documents)

Add Lead Card Manually

Send B2B Reply Email (SMTP)

Replying from: anna@go.swissenergy-solar.ch
Choose a template to view preview.

Reply Sent Successfully

Reply sent to {company}. Move card to 'CATALOG SENT'?