Send Proposals To Your Customers In One Click

Do you remember how many proposals or revisions have you sent to your customer for a deal? With it is just one click away.
Send graphic rich & customised proposals to your customers by using templates or create your own on the fly. Some use cases are;
  • Travel Itinerary
  • Real Estate Proposal
  • Sales Presentation & Quote
  • Insurance Policy Details
  • and more...
Limited Period Offer
$ 2
per user for all features
Send Customer Proposals
Create Proposals For Your Customers
Create unlimited proposals and link them to deals to easily access the information as and when you required.

A proposal is a written document provided to the client mentioning their requirements and your solution for that request. Every deal could have different proposal with different information based on the product.

Proposal Management For Deals

Document every interaction with your customers for proper paper trails.
Tour & Travel Agencies
Travel Itinerary

Send rich itinerary customised for every customer. Keep records based on package (deals).

Real Estate Brokers
Property Brochure

Every customer needs something different. Customise your brochures according to them.

Educational Institutes
Student Prospectus

Every course, college & student need different things & have separate fee structure. Build beautiful prospectus for them.

B2B Business
Business Proposals

Every deal has a different requirement & pricing. Customise and send the proposal in one click.

Create Documents On The Fly

Select the contact you want to send a proposal, drag and drop images, write pricing and send it.

Template Based

Create templates for yourself & your team and let them send proposal in one click.

Limitless Usage

Create itineraries, brochure or proposals. Use it for any purpose as you want.

Linked With Deals

Proposals can be linked to deals so that you will always know what you have quoted for which deal.

Editable

Update the proposal as and when you need and send it again in PDF format to the customer.

Secure & Fast

Send documents in PDF format right from the CRM to keep them secure and in format.

All the essential tools to run your business smoothly...

Best Features Of

We don't compromise on the features just because we are selling an affordable CRM.
Contact Management
Manage your contacts like a boss, every communication, every minute detail at your disposal in seconds.
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Cloud Telephony (ZipCall)
Are your customers based in different countries? Don't worry, let them call right from your website with ZipCall for free.
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Invoicing
Send invoices to your customers in a jiff. All the details are automatically fetched from CRM.
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Ticketing System
Better support helps to retain customers & let them self resolve their issues. With proper ticketing system you can offer 24x7 support.
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Marketing Automation
Automate your marketing & run campaigns without human intervention. Send Email, SMS, WhatsApp messages on rulesets based on your business needs.
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Workflows
Let your actions start a chain reaction to update the CRM or perform actions like sending an email to user or customers.
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Bulk Email Campaigns
Email is still has the best RoI. Run bulk email campaigns right from the CRM panel using any email service provider.
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Bulk SMS Campaigns
SMS is cheap and gives you best open rate. Run the bulk email campaigns right from the CRM panel using any SMS service provider.
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Custom Forms
Create forms as per your requirement and attach to the customer's profile. Get the data as you want and require.
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Deals Management
Always have your sales pipeline on your fingertips. No need to ask your team members or searching on the CRM.
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Proposals
Create custom proposals for your customers and send them as a PDF attachment. You can also create templates which can be used by every employee.
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Daily Digest
All the tasks, missed followups, recommendations on a single screen. Get charts & graphs about sales performance and take actions on it.
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Employee Tracking
No more guess work on whether your field employees are working or not? Get real-time reporting & location on your mobile or web-panel.
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Lead Management
Automatically distribute leads to multiple users based on different parameters, shifts and work load.
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File Manager
Upload files like KYC documents, proposals, images, zip-docs or anything related to customers and access them anywhere.
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Fully Customisable
Fully customisable CRM based on your requirements. Add products & services, lead status or almost anything.
Integrations
Ready to use integrations with most popular sites used for lead generation like Google-Ads, Facebook/Instagram, JustDial, IndiaMart.
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Filters
Create your own filters to get custom reports based on exhaustive search criteria. Create any type of report easily.
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Task Scheduler
Create & schedule tasks to get a reminder automatically before the meeting or followup. Forgetting a meeting is a thing of past.
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Webhooks
Send data to any third party software easily. A simple way to use one-way APIs.
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Believe us, the list doesn't end here, we have just started.