Qodefy/Services / CRM Portal
07 — CRM Portal

From configuration to quote in one click.

Every request from your 3D configurator lands directly in the CRM Portal. View the configuration, generate a PDF quote in your brand style and send it — all in one place, no extra software.

1 click
From request to PDF quote
< 1 min
Average lead response time
NL + DE
Languages for the DACH region
Free
Included with the configurator
portaal.qodefy.nl/aanvragen

Requests

12 open · 4 deze week
ClientConfigurationValueTime
NEWM. de VriesVeranda 4×3 · Antraciet€ 2.8405 min
QUOJ. BakkerVeranda 5×4 · RAL 9001€ 4.1202 u
ACCA. YilmazTerras 3×3 · Wit€ 1.965yday.
QUOK. SchmidtVeranda 6×4 · Antraciet€ 5.480yday.
NEWL. JanssenTerras 4×5 · RAL 7016€ 3.2202d
ACCP. MeyerVeranda 3×3 · RAL 9001€ 2.1503d
Veranda 4×3 m
M. de Vries
NEW
MaterialAluminium
ColourRAL 7016 Antraciet
GlassVeiligheidsglas 8 mm
LEDWarm wit (24 V)
Features

Everything you need.

Requests inbox

All incoming configurator requests organised in one dashboard. Filter by status, client or date.

PDF quote generation

Generate a professional PDF with one click based on the configuration. Directly in your brand style.

Automatic confirmation

The client receives an instant confirmation. You get a notification as soon as a request comes in.

Team access

Invite colleagues and manage who has access to which requests. First user always free.

Company profile

Upload your logo, fill in your company details and personalise the quote template.

Multilingual

NL and DE — ideal if you are also active in the DACH region.

Workflow

How it works.

01

Client configures

On your site, via the 3D configurator. Colour, material, size — all real-time.

02

Request arrives

The full configuration + client details appear directly in your CRM Portal.

03

View & validate

Open the request, check the specs, add internal notes.

04

Generate PDF quote

One click. The quote rolls out in your brand style, ready to send.

05

Send to client

Email directly from the portal. Client receives a professional quote in their inbox.

06

Follow up & close

Track status, add notes, close the deal — all in one place.

Pricing

Included.

The CRM Portal is included in every 3D Configurator subscription. Extra team members can be added separately.

Included

CRM Portal

With every Configurator subscription

Free
  • 1 user included
  • Unlimited requests
  • PDF quote generation
  • Automatic confirmation
  • Company profile & logo
  • Multilingual (NL & DE)
Request a demo
Optional

Extra users

For teams with more people

€ 19.99/ user / month
  • Same rights as main user
  • Own login credentials
  • Access to all requests
  • No obligations
Get in touch

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