--- title: "CRM for sales and after-sales with web quotes | attendo" description: "Scored leads, opportunities on a kanban board that totals your pipeline, web quotes with deposit and signature, handoff to delivery and dated renewals." url: "https://attendo.me/en/use-cases/sales" lang: "en" --- # 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. ## 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 ## A typical process, step by step With document types, flows and checklists you configure without code. ### 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. ### Step 2 · It is worked Amount, probability, next action and visits on the calendar. The kanban board totals what is at stake. ### Step 3 · The customer accepts You publish the web quote. The customer picks an option, accepts, pays the deposit and signs from their phone. ### Step 4 · Delivered and renewed The handoff checklist passes what was sold to whoever delivers it. The renewals report alerts you in advance. ## What it is built with ### [Sales AI](https://attendo.me/en/modules/ai-crm) The AI in attendo CRM: clean, scored leads with a draft reply ### [Kanban](https://attendo.me/en/modules/kanban) Boards by status for any document type ### [Quote management and web quotes](https://attendo.me/en/modules/quotes-and-web-offers) Quotes with options that the customer opens, picks and accepts ### [attendo Pay](https://attendo.me/en/modules/pay) Collect deposits and payments online through your own gateway ### [attendo eSign](https://attendo.me/en/modules/esign) E-signature for the quote or the contract, right from its record ### [Business documents](https://attendo.me/en/modules/business-documents) Quotes, orders and delivery notes in sequence; invoices in your ERP ## 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. ## The same system, across the whole company - [Quality control](https://attendo.me/en/use-cases/quality): Nonconformities with cause, action and evidence - [Human resources](https://attendo.me/en/use-cases/human-resources): Onboarding and offboarding without missing a step - [Regulatory compliance](https://attendo.me/en/use-cases/regulatory-compliance): Whistleblowing, controls and evidence in one place - [Engineering and projects](https://attendo.me/en/use-cases/engineering-and-projects): Projects, changes and revisions with approval - [Finance and administration](https://attendo.me/en/use-cases/finance-and-administration): From quote to payment, without retyping - [Purchasing](https://attendo.me/en/use-cases/purchasing): Purchases approved, ordered and received, with a trail ## 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? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)