Sales teams
Move from opportunity to proposal faster, with better tracking and less document cleanup.
Talk to the team or start directly.
Tell us what you want to improve in your proposal workflow. We will point you to the right setup, or you can start the trial immediately.
Teams that benefit most from a cleaner proposal motion.
Consulting firms
Standardize proposal quality across new projects, retainers, and multi-step service packages.
Operational service providers
Keep recurring work, maintenance offers, and project scopes structured and easy to reuse.
Questions teams ask before switching their proposal workflow.
What is Proposal CRM?
Proposal CRM is a proposal workflow platform for creating, managing, sending, and tracking professional proposals in one place.
Can I use my own proposal templates?
Yes. Teams can work from reusable templates and adapt structure, content, and pricing for each opportunity.
Can I see when a client views a proposal?
Yes. Proposal activity visibility is part of the workflow so teams can follow up with better timing.
Is it suitable for mobile use?
Yes. The product is designed to remain accessible for teams working across desktop and mobile devices.