BuddyCRM can be used to create catalogues of products, which can then be downloaded and sent to customers.
This uses the description, images etc that are uploaded against the relevant products.
To create a catalogue:
In Products, there is this button ‘add catalogue’ which lets you enter a name and ‘add’:
To add products to a catalogue, click on the product code and use the dropdown to select a catalogue:
You then click ‘add’ to confirm the add of the product.
In Products, the second dropdown under ‘Search Criteria’ lets the user choose the desired catalogue:
The ‘catalogue details’ screen loads below showing the items added to the catalogue. You can then export either to PDF or Excel – a modal then gives various options for how this should look:
If you need any further assistance with this, please don’t hesitate to contact our support team at support@buddycrm.com.