Booking & quotes
Share a booking link that knows your free times, then send a quote your customer accepts online – every step on the lead's timeline.
Example of booking pages and quotes: a prospect picks a free slot on a booking page and the meeting is booked. Then a quote is built from the lead with line items and a total and sent from NextCRM.
Booking & quotes
Example data
A public link where leads pick a free time – no login needed. Free times are your availability minus the busy time of your connected Google or Microsoft 365 calendar.
The booking creates or updates the lead, adds the meeting to the lead and to your calendar and e-mails both sides a confirmation with a calendar invitation.
Build quotes from your product catalog or free lines, with discounts, tax, a validity date and your terms.
The customer opens the quote, downloads the PDF and accepts it with a typed-name signature – or declines it with a reason.
Launching soon
Early sign-ups get access first. We send one e-mail when doors open – then Lora takes over your busywork from day one.