Presulia helps you create, organize, and track your quotes so you don't miss opportunities due to lack of follow-up.
Sending a quote isn't always enough. Many clients need time to respond, and if you forget when to contact them, an opportunity can slip away. With Presulia, you know which quotes are pending, who you need to contact, and what the next step is.
With Presulia, you can:
• Create professional quotes with line items, quantities, taxes, discounts, and your business details.
• Download and share your quotes as PDFs with your logo and brand colors.
• Save quotes you've already sent via WhatsApp, email, or PDF.
• Organize each quote according to its status: draft, sent, pending, negotiating, won, or lost.
• Schedule follow-ups to reconnect with each client at the right time.
• Check the Today view to see which clients and quotes require your attention.
• Review your pending and overdue follow-ups from a business calendar.
• Call or open WhatsApp directly from the client's profile or quote.
• Save and reuse previously used items and prices when creating new quotes.
• Manage your product catalog and search for items by code, name, or description.
• Import products from Excel or CSV with the Business plan.
• Convert accepted quotes into invoices without re-entering all the information.
• Track issued invoices, outstanding payments, and due dates.
• Share quotes and invoices via link or QR code.
• View statistics on billing, conversion rates, average order value, and business performance.
Presulia is designed for freelancers and small service businesses, especially those in renovations, installations, electrical work, plumbing, HVAC, carpentry, and technical services.
It's not a complex CRM. It's a simple tool to keep your quotes under control, know what to do each day, and reduce forgotten follow-ups.
Get started for free and better organize your sales process.
Organize budgets and follow-ups to avoid losing customers or sales.