See it in one minute
From the first lead to a running project, in Qentrilo.
For engineering, architecture and consulting firms
From first lead to finished project, in one system.
Move opportunities through your pipeline, send quotes, turn a won deal into a project with one click, and see hours and margin on every project.
Free 30-day trial. We set it up with your own data.
- Sales pipeline and quotes
- Won deal to project in one click
- Hours and margin per project
Win it, quote it, deliver it
Sales and delivery share the same customers, documents and history.
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1
Win the work
Every call, email and meeting is logged on the deal, and follow-ups have an owner and a due date, so nothing slips.
The whole team knows the story
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2
Quote phase by phase
Quotes go out from the same system, line by line, in your currency and with your tax rules.
Quotes without retyping
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3
Deliver and stay in touch
The mailbox is built in, so client emails and attachments live in the same system as your deals and projects.
No lost attachments
Every deal in one place
Open an opportunity to see everything about it, and start the project when it is won.
- Customer and value
- Who it is for, what it is worth and who owns it.
- Stage and probability
- Where the deal is in your pipeline and when it is expected to close.
- Activity and follow-ups
- Calls, emails, meetings and the next steps, on the deal.
- Create project
- Turn a won deal into a project with one click.
Book a 30-minute demo
Tell us a little about yourself and we will be in touch.