Offers + Invoices | Mindall CRM

Discover our comprehensive Offers and Invoices sections, designed to simplify the financial aspects of working with leads. This feature ensures real estate agents can manage offers and invoices seamlessly, from creation to completion.

At the critical point in lead management, agents can send tailored offers to clients. The Offers section allows agents to:

• Create and customize offers

• View a list of all sent offers

• Check offer details and status

This functionality ensures that all offers are tracked, organized, and easily accessible, providing clarity and efficiency in the sales process.

Within the lead page, agents can view a complete list of all offers and invoices associated with each lead. This section provides:

• Detailed view: of each offer and invoice, including their status (e.g., sent, accepted, paid)

• Status tracking: to monitor the progress of offers and invoices in real-time

Within the lead page, agents can view a complete list of all offers and invoices associated with each lead. This section provides:

• Detailed view of each invoice

• Status tracking: to monitor the progress of offers and invoices in real-time

Both the Offers and Invoices sections are fully optimized for mobile, allowing agents to manage financial transactions on the go. Whether in the office or out in the field, agents have the flexibility to handle offers and invoices efficiently.