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Sales and after-sales

Sell and renew with the same system

From lead to renewal in the same place. The customer accepts, pays and signs from their phone, and whoever delivers knows exactly what was sold.

Request a demo See how it is set up

The problem

From lead to renewal in one system

Each sales rep keeps their own spreadsheet and quotes are written in a word processor. What was sold reaches the delivery team garbled, and the renewal is negotiated the week it expires.

Processes you set up in attendo

  • Leads from the website, email, chat or the trade show QR code, scored by the sales AI
  • Opportunities on a kanban board that totals the amount in each column, with a required next action
  • Quotes with versions and options, published as a web quote the customer accepts in one click
  • Deposit with attendo Pay and signature with attendo eSign in the same step
  • Handoff to the delivery team with a signed checklist: what was sold is written down
  • After-sales with quarterly reviews, churn risk and dated renewals

How it is set up

A typical process, step by step

With document types, flows and checklists you configure without code.

  1. Step 1

    The lead comes in

    The sales AI filters out spam, then classifies and scores it. It is assigned according to the rules you set.

  2. Step 2

    It is worked

    Amount, probability, next action and visits on the calendar. The kanban board totals what is at stake.

  3. Step 3

    The customer accepts

    You publish the web quote. The customer picks an option, accepts, pays the deposit and signs from their phone.

  4. Step 4

    Delivered and renewed

    The handoff checklist passes what was sold to whoever delivers it. The renewals report alerts you in advance.

Modules

What it is built with

Sales AI

The AI in attendo CRM: clean, scored leads with a draft reply

See Sales AI

Kanban

Boards by status for any document type

See Kanban

Quote management and web quotes

Quotes with options that the customer opens, picks and accepts

See Web quotes

attendo Pay

Collect deposits and payments online through your own gateway

See attendo Pay

attendo eSign

E-signature for the quote or the contract, right from its record

See attendo eSign

Business documents

Quotes, orders and delivery notes in sequence; invoices in your ERP

See Business documents

Frequently asked questions

Frequently asked questions

Does the sales AI write to my leads without review?

Not by default. Drafts wait for your approval in an inbox. Automatic sending to low-scoring leads comes turned off and only an administrator can turn it on. Every operation is logged with its cost, under the spending cap you set.

Who invoices, attendo or my ERP?

Your connected ERP. attendo prepares the quote, the order and the delivery note, and your ERP issues the invoice with its official numbering: attendo is not an ERP or accounting software.

What does the customer see in the web quote?

The options you give them, the quantities they can adjust and a button to accept or decline. The document then shows how it closed.

Other departments

The same system, across the whole company

Quality controlNonconformities with cause, action and evidence Human resourcesOnboarding and offboarding without missing a step Regulatory complianceWhistleblowing, controls and evidence in one place Engineering and projectsProjects, changes and revisions with approval Finance and administrationFrom quote to payment, without retyping PurchasingPurchases approved, ordered and received, with a trail

Request a demo

Tell us about your process

We will show you how the sales and after-sales process you want to organize looks in attendo, with your document types and your approvals.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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What happens when you send it. Someone from our team reads what you tell us and writes to you to agree on a time for the demo. Our hours: Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM, Spain time.