
ProposalCRM
Deployment
Overview
About ProposalCRM
Boost your sales with smarter proposal management. Quickly create proposals and leverage dynamic Word templates. Sending, tracking and managing the entire process is effortless.
Proposal CRM is a cloud-based platform that streamlines proposal creation, tracking, and client management. With customizable templates, automation, e-signatures, and pipeline tracking, it helps businesses create professional proposals faster and close deals efficiently. Designed for startups, SMEs, and enterprises, Proposal CRM empowers sales teams to save time, improve collaboration, and increase win rates with real-time insights and analytics.
At a glance
Software information
Industries served, licensing and the support ProposalCRM provides.
Industries
- Accounting
- Architecture-planning
- Automotive
- Chemicals
- Computer-network-security
- Construction
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Quote Based
- Free trial
Support
- Live Chat
- Phone
- Support daysMondayTuesdayWednesdayThursdayFridaySupport time06:00 to 15:00 (GMT)
Training
- In-person
- Documentation
Capabilities
ProposalCRM features
The full feature set, grouped by module.
CRM Software
- Calendar & Task
- Contact Management
- Collaboration Tools
- Email Integration
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Security
- Workflow Automation
Plans
ProposalCRM pricing
Media