DOKI / Quick-setup package
Small business CRM and quote tracking
Keep leads, conversations and the quotes you have sent in one place. You can see which deal is waiting at which stage without opening a spreadsheet.
- Customer and lead cards
- Sales stage board
- Quote creation and follow-up
- Tasks and reminders
01 / Who it is for
Service firms with small sales teams, agencies, installation and renovation businesses.
A typical day
On Monday morning the panel shows two quotes unanswered for three days, and a follow-up task goes to the right person.
02 / Scope
Core modules
The core parts that come with the package. Additions specific to your business are discussed separately when we scope the work.
Sales stage board
Quote creation and follow-up
Tasks and reminders
03 / License
Licence, rent and delivery
One-off licence
Paid once, with no rent afterwards. The first year of updates and support is included; after that a yearly maintenance fee applies. The source code is not handed over.
Monthly rent
Paid every month; you keep using it while payments continue. If a payment is late, you get a reminder first; then the service is suspended.
Delivery
Set up and handed over the next day if the software is ready, within one week if it is not. The product runs on Doki's infrastructure and we do the setup.
There are no screenshots on this page: images are added as the product is completed. The price is given in a written quote once the scope is clear.
Let's begin
Let's talk about your project.
Tell us what you need; we will define the scope together.