Supplier price lists in one place
Import a price list, check it and publish it. Everyone on the team quotes from the same, current prices.
For distributors who build quotes from several suppliers' price lists. Prices, margin and customer history sit in one place, so you build the quote from one place instead of several files.
Quotes, pricing and the catalog are part of the Pro plan. The Free plan, with no card and no time limit, covers customers, contacts and leads for up to 10 users.
Import a price list, check it and publish it. Everyone on the team quotes from the same, current prices.
Purchase price, discount and margin show per line, so no quote leaves with a broken formula.
Quotes, activities, email and the next step stay with the customer, even when a colleague is on holiday.
How the same work gets done in three different tools.
| Spreadsheet | General CRM | Rakon Flow | |
|---|---|---|---|
| Price lists from several suppliers | Copied by hand from files | Usually not part of the CRM | Imported, checked, then published |
| Pricing and margin per line | Formulas that break easily | Usually an add-on or another tool | Part of the quote, before sending |
| Customer history | Spread across files and emails | Yes | Yes, together with quotes and projects |
| Several people on the same deal | File versions collide | Yes | Yes, with a clear deal owner |
| After the quote is accepted | A new file for purchasing | Moving to another system | Purchasing, warehouse and delivery on the Enterprise plan |
| Getting started | Right away | Setup and training | Free plan with no card, Serbian and English |
This is a general comparison. CRM products differ, so check what your current tool really does.
Bring your existing list of customers and suppliers over from a CSV spreadsheet, without retyping (Pro plan).
Check each price list before the team uses it.
Pick lines from the catalog and the margin is calculated for you.
Start for free with customers, contacts and leads. For quotes, pricing and the catalog, choose the Pro plan.