Order Management
From quote approval to final delivery track and manage every order seamlessly with Goast CRM.
Managing leads manually or using scattered tools leads to missed opportunities, delayed follow-ups, and lost revenue. Goast CRM brings everything together in one powerful, user-friendly interface that helps you stay on top of every opportunity from first contact to final conversion
Convert Quotes to Orders Instantly
Once a quote is approved, convert it into an active order with a single click. All customer, pricing, and service data carries over automatically—no re-entry needed.
Auto-fill order details from accepted quotes
Assign agents, dispatchers, or drivers directly
Set service timelines and priority levels
Send confirmation emails instantly
Organize Orders with Total Clarity
Whether you’re handling a handful of orders or hundreds per week, Goast CRM keeps your workflow organized and stress-free.
Sort and filter orders by status, client, or assigned agent
Tag urgent or high-value orders for focused attention
Use color-coded views to distinguish between new, in-progress, and completed orders
View timeline and notes linked to every order
Get a 360° View of Every Order
Transparency is key especially when you’re scaling. Goast CRM gives you full insight into where every order stands, who’s working on it, and what actions are needed.
Visual timeline of order progression
Agent-specific dashboards and responsibilities
Status alerts, due dates, and real-time notifications
Export order data for reporting or audits