Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft proposals for qualified prospects 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.
Reply to new prospect texts and track open buying questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.