SalesV2 is a CRM built for job shops, machine shops and fabrication shops that run JobBOSS. It connects to your JobBOSS in a day and works from the customers, quotes and orders you already have.
What it does for a shop owner:
- Every RFQ that lands in the inbox is filed, assigned and answered the same day.
- Every open quote is followed up until the PO lands or the customer says no.
- Quiet customers are found and brought back with a note you approve.
- New customers that look like your best ones are found and written to, with you approving every note.
- Reports arrive by email on a schedule: open quotes, late POs, new RFQs.
Nothing sends without you. You see every list and every note before it goes out.
Works with JobBOSS cloud and on-premises, and with JobBOSS². Other ERPs on request.
Built in Texas for shops of 5 to 100 people.