Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Restart early client conversations with a relevant next step.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
Turn discovery notes into a proposal for a new client.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft new client proposals from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Turn updated prospect needs into a proposal ready for review.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Follow up on proposed work and surface answers from prospects.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.