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Lead to Invoice, Fully Synced
Convert a TRUE lead into a quote, sync it to ArcSite for the drawing and estimate, then send it back to close the loop, all the way to invoicing.
See ArcSite + TRUE in Action
Get a personalized demo of your TRUE workflow.
How it works
STEP 1 Enter and manage leads in TRUE. STEP 2 Begin a new quote in TRUE and sync it into ArcSite, creating a new project. STEP 3 Utilize ArcSite’s tools to create a drawing generating measurements and pricing. STEP 4 Import that information back into TRUE where you can complete the life cycle of the project all the way into invoicing.
Turn leads into projects
Push and pull data between TRUE and ArcSite
Manage your sales leads in TRUE. When ready, convert that lead into a quote in TRUE then sync it over creating a project within ArcSite.
Utilize ArcSite’s drawing tools to draw and map out your fencing project.
Stay in sync
Pull product info and drawings from ArcSite back into TRUE
Generate a proposal and send it off to your customer utilizing TRUE’s eSign functionality.
Close more deals quickly by creating and sending accurate, clean-looking proposals with the help of ArcSite and TRUE.
Frequently asked questions
Got questions? We're here to help! If you can't find what you're looking for, don't hesitate to reach out.
