PureIT CRM / Commercial operations
PureIT CRM helps IT service businesses track sales and work for each customer. Keep quotes, contracts, delivery tasks, and subscriptions in one place.
What you can do
What it provides
You choose when to generate invoices from contracts and subscriptions. Recurring invoices are created when you request them.
Task templates apply when their configured sales or delivery events occur. Tasks do not repeat automatically on a calendar schedule.
Features and services
See each customer's contacts, opportunities, documents, and planned actions. Create a quote from an opportunity.
Use your service catalog, task templates, and contract rules. The customer approves the quote and signs the contract, then your team activates the service.
Track subscriptions, upcoming billing dates, and payment status. Create invoices from contracts or subscriptions on desktop or mobile.
Setup
Questions
Export invoices issued in Romanian lei as XML files for e-Factura. Submit the file to ANAF separately using your existing method. The CRM does not submit it directly.
See also
PureIT CRM
We will show you how to prepare a quote, manage a contract, and track tasks, subscriptions, and invoices.
