Easily create and send professional quotations to clients in just a few clicks. Golo CRM makes it simple to prepare detailed proposals that can be instantly shared with clients for quick approvals, expediting your sales cycle.

Forget the hassle of paperwork. With our integrated e-signature feature, clients can sign proposals digitally, making the approval process swift and secure. Once a client signs off, Golo CRM automatically moves your project to the next step.

Every job in Golo CRM is treated as a project, providing flexibility for you to structure and divide tasks as needed. Assign tasks to team members or contractors with ease, ensuring that every aspect of your project is well-managed and responsibilities are clearly defined.

Gain better control over project budgets with real-time expense tracking. Golo CRM allows you to log expenses, upload bills, and stay updated on costs, so you can monitor budgets effectively. When invoices are paid, they are updated as income, feeding directly into each project’s financial summary.

Get a complete financial view with Golo CRM’s project-specific P&L reports. See where your project stands in terms of profitability, making it easy to identify where adjustments might be needed and maximize your financial performance.

Stay on top of regulatory and compliance requirements effortlessly. Golo CRM will alert you when important documents are approaching their expiration dates, helping you avoid lapses and keep your business in good standing.