AccessCore
Demo 9
IT Services / MSP
IT Services
Overview
Store
Quotes
Schedule
Schedule Board
Dispatch
Calls
Reports
Invoice
Payment
Admin
Quote Pipeline
Track quotes from lead to contract
Sales Funnel
Lead
45 quotes
45 quotes
Qualified
32 quotes
32 quotes
Proposal
18 quotes
$54,000
18 quotes
Negotiation
12 quotes
$36,000
12 quotes
Contract
8 quotes
$24,000
8 quotes
40.0%
Lead → Proposal
44.4%
Proposal → Contract
17.8%
Overall Conversion
Quote Details
QT-2024-001
TechCorp Inc.
Contract
Network Installation
$12,000
100%
QT-2024-002
StartupXYZ
Contract
Monthly Maintenance
$6,000
100%
QT-2024-003
Enterprise Solutions
Negotiation
Server Setup
$20,000
75%
QT-2024-004
Digital Ventures
Negotiation
Cloud Migration
$35,000
60%
QT-2024-005
Innovation Labs
Proposal
Security Audit
$15,000
40%
QT-2024-006
Data Systems Co.
Proposal
Network Installation
$12,000
35%