Selltis’s philosophy is to partner with our clients, and not just sell them CRM software. Our latest innovation reflects the needs of our clients whether they are in the office or on the road. Here’s a look at the latest feature.
Now you can store your documents within Selltis with our new document management system. Upload and attach an RFQ as part of a quote and associate it with a company; or add documents that may support your sale including manuals, brochures or pricing provided to that customer. This new feature saves time, allowing you to keep everything in one location for easy reference.
Learn more about the new feature, document management. Download this features sheet.
