The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Assign each rejected proposal to its owner for revision.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Show pass or review results for the team's incoming leads.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
Keep sent outreach and approvals together in the sales log.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.