The Potential Clients section is the place where you can track every potential client,  from that first enquiry through to hopefully converting the client.  ​

Log the details in the software when you first receive an enquiry, allocate the staff member dealing with the enquiry, and track the progress in bringing the client onboard. ​

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Included is a 'create a quote system' where you can add your firms logo and create a professional PDF quote to email to the potential client.