Your clients and quotes within reach.

At a glance, you get a clear overview of the turnover achieved and ongoing projects, either per client or its entities. Quickly create different versions of a quote per client and convert won deals into projects. Maximize your sales figures by closely following each deal, from the first contact to the last invoice.

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Your client in detail

EN 1 1 Klantenbeheeroffertes Je klant in detail

Your client in detail

You get a detailed overview per client where you can find everything: turnover, open projects, task lists, quotes, etc. Moreover, you save the email conversations with your contacts so that you can find the right information at any time. Attach clients to different entities or brands, and receive detailed reports for each brand. Organise all files or set up adjusted rates per client. No matter how complex the corporate structure of your client, you stay organised.

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Professional quotes in your own style

A professional-looking quote immediately sets the right tone for your project.Create your own personal branded templates without any limits on your creativity. Download them in pdf format or, quicker still, get them sent and signed directly online.

Professional quotes in your own style

EN 1 2 Klantenbeheeroffertes Professionele offertes in je eigen stijl
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Multiple versions easy to create

EN 1 3 Klantenbeheeroffertes Makkelijk meerdere versies

Multiple versions easy to create

A quote often leads to a lot of back and forth between you and your client. With Yadera, you can quickly create multiple versions. The approved version can immediately be converted into a project. Large amount? Have the quotation approved before it goes out the door. Check the performance of all your sales staff at any time and keep a close eye on your sales pipeline.

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Personalise your process

Every company has its own way of working, which is why, with Yadera, you can personalise your entire environment and add as many fields as you like. Later on you can use these as filters for your personal reports.

Personalise your process

EN 1 4 Klantenbeheer Personaliseer je proces

Do you still have questions about project management?

From day 1 we are ready to guide you through our software. Step by step, so you can find your way around the tool. Call us and we will be happy to help you.



Works well with your day-to-day tools.

The most popular and best business software can be linked directly to Yadera.

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  • Single sign-on

    Never forget your password again: log in via your company’s email provider.

  • Payroll

    Forget double work: synchronise holidays and timesheets directly with your payroll provider.

  • Finance

    Keep reporting lines with your accountant short and link your accounting package.

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integrations
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