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Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Draft replies that connect prospect questions to the current proposal.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Revisit stalled opportunities using the agreed next step.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Build prospect proposals from approved service estimates.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Sort permit alerts into projects worth pursuing.
Your sales team gets a ranked construction lead list from permit alerts, with project details and reasons to follow up.
Draft proposals for new client opportunities from buyer RFPs.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Submit approved bids for new clients before their deadlines.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Share approved proposals with prospects and keep the sent details.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft a reply when a prospect declines a new business proposal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
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.