Electrify module
Quoting & CRM
Your team builds a quote from the catalog, not a spreadsheet. Every line arrives with its price, specification and margin already worked out, and revisions keep their history instead of turning into another file. Anything over your threshold waits in one approval queue, with follow-ups and expiry on a timer.
Why it matters
Quotes that move without the back-and-forth.
Most quote delays are waiting: for a price, for an approval, for someone to chase. Electrify puts the policy in the system and the chase on a timer.
Quotes under your threshold reach the customer while they're still warm.
No open quote goes quiet, and nobody has to remember to chase it.
A revision is a version, not a new spreadsheet, so the history survives.
You see margin and commission per line before the quote goes out.
Anyone picking up a project finds everything about it in one place.
What's included
A full quote lifecycle, run by your policies.
From a rep's first draft to a closed order, with the CRM record built around it.
Run every quote through its lifecycle
- Draft → pending → active → closed lifecycle with a Won or Ordered outcome
- Approve or decline with a message to the requester
- Revisions with version history; duplicate and archive
- Automatic follow-up reminders on a recurring interval
Policies and pricing that hold the line
- Quote policies: minimum value, auto-approve threshold, expiry, disclaimers
- Setup fees and policy adjustments on the total
- Lot pricing that hides line prices from partners
- Commission and overage per line, by tier or company
Line-item control without the spreadsheet
- Line-item overrides, splits and bulk edits with reasons
- Kits and linear runs as grouped line items
- Customer view with markup or margin for reps
Projects and the people on them
- Projects with phase, bid date, budget and custom fields
- Stakeholders tagged as ordering, specifying or destination agents
- Comments and mentions on quotes and projects
Pairs well with