Quikflw is an online set of tools for helping you to create and manage your Quotations, Jobs/Sales Orders, Purchase Orders, Invoices, and Delivery Notes as well as providing integrated Stock Control/Inventory Management.

Powerful template functionality enables you to expand your quotes by automatically generating covering letters or specifications. Create job sheets, risk assessments and invoices and other documents from the data already in the system. Allow your clients to edit and accept your quotes and pay immediately.

Quikflw includes a CRM database with event management and sales pipeline. It also integrates with leading software systems such as Xero, QuickBooks, Salesforce, Zoho, and others.


Quikflw is simple and easy-to-use allowing you to manage your business paperwork with a few clicks.

Easy-to-Use

Quikflw is simple and easy-to-use allowing you to manage your business paperwork with a few clicks.


If you don't want the full package of tools, only signup and pay for the modules you need.

Economical

There is a price suitable for every size and type of business.


Tools



Create and send quotations to your clients.

Quotations

Create and send quotations to your clients in seconds. Allow clients to adjust and order online.

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Quickly create Jobs and send order confirmations to your clients.

Jobs/Projects

When your customer has placed their order create a Job to track its progress costs.

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Keep track of all your delivery notes.

Delivery Notes

Book out from Stock, get customers to sign electronically and convert to invoices at the click of a button

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Create invoices from scratch or Jobs or Quotes.

Invoices

Generate your invoices from quotes and jobs, or create them from scratch. Quickly export your invoices to your accounts system

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Purchase Orders

Create purchase orders from quotes or jobs. Send electronically and track outstanding quantities.

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Stock Control / Inventory Management

Book in from Purchase Orders and out with Delivery Notes.

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A complete Customer Database with advanced functionality.

CRM

Track your customers' details and interactions. Syncs to other CRM's so you can continue to use them.

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Manage your businesses' products and services.

Products/Services

Group products or services into kits, add your own custom fields and use multiple images.

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Professional Documents

Create and send personalised professional and attractive looking documents using our existing PDF templates or customise your own templates to match your business branding.

You have complete control of how your Quotes, Order Confirmations, Delivery Notes, Purchase Orders and Invoices look. Include your logo, T&C's, information about your company or product. Add front cover pages to quotes to really make an impact.

Download or print your documents or email them directly to your customers from the system.

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A complete sales work flow to create and manage your sales from quotations to jobs to delivery notes to invoices.

Complete Sales Workflow

Manage your whole business workflow in one dashboard.

Move from Quotes, to Jobs, to Delivery Notes and Invoices in one easy system the whole team can use.

Convert quotes to jobs / sales orders and invoices. Generate purchase orders based on quotes or jobs at the click of a button.

Your clients can accept your Quotations and Confirmations on a webpage. The system is updated automatically, sending you a notification.

Don’t need a tool? Just skip it and add to your subscription later as needed.

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Quikflw gives you all the control and user management you need.

Control Staff Access

Want to ensure only accounts have access invoices? Do you want to prevent sales teams seeing others' quotes?

Quikflw gives you all the control and user management you need. Set which users can access which modules and give them distinct user roles each with there own privileges.

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Automate and Sync to Other Leading Cloud Systems


QuickBooks
Xero
Salesforce
Hubspot
Zoho
InfusionSoft
Insightly
Stripe


14 Day Free Trial


Get 14 days free trial of the all the modules when you sign up.

Get 14 days access completely FREE, no commitment, to all tools when you sign up.

CRM, Quotes, Jobs, Delivery Notes, Purchase Orders & Invoices


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*No credit card required, subscription can be edited after you register

Want to discuss your needs?


Just give us a call on 0207 036 3720