My Proposals & Real-Time Deal Tracking
Build, send, and track client proposals in real-time with instant view alerts, pricing packages, and digital contract signing.
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Client Proposal Management
Create client proposals, track proposal view status, set expiration dates, and close deals.
7-State Lifecycle Tracking
Monitor proposal progression across Draft, Sent, Viewed, Accepted, Rejected, and Expired statuses.
Multi-Currency Value Support
Specify deal value amounts in USD, EUR, GBP, AED, PKR, INR, SAR, CAD, or AUD currencies.
Directory Prospect Integration
Attach proposals directly to leads in your directory to automatically transition prospects into the Hot stage.
Proposal Document Archiving
Keep a clean searchable archive of all past client quotes, terms, and closed proposal agreements.
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Consolidate your leads, outreach, follow-ups, meetings, and proposal tracking into one intelligent CRM workspace today.