The complete SaaS platform that helps B2B sales teams, agencies, and business owners send, track, and close more deals with less follow-up fatigue.
Proposals Sent
Deals Closed
Hours Saved
Revenue Generated
Everything you need to streamline your sales process, from proposal creation to contract signing.
Upload PPT/PDF decks for each service. Keep your proposals organized and ready to send.
Assign Admin, Manager, and Sales POC roles. Complete access control + tracking by user.
Send proposals with one click via Email or WhatsApp. Attach your deck, track delivery, and log replies.
Set up to 7 reminders for follow-ups. Auto-stops when a reply is received or stage is updated.
Track when the last email was sent. View full email threads inside the dashboard.
Maintain a full timeline of conversations, feedback, and changes. Great for client handovers or tracking.
Convert proposals to contracts. Clients can digitally sign, and you close the loop.
Sales, Manager, and Company-level dashboards. Track sent proposals, won deals, value closed, and service performance.
Mark proposals as Follow-Up, Won, Lost, or Dead. Clear pipeline visibility.
View pending follow-ups, overdue proposals, and more.
See how we compare to traditional CRM solutions
| Feature | Traditional CRMs | ProposalSent |
|---|---|---|
| Proposal Tracking | Manual spreadsheets |
Automated tracking
|
| Follow-up Management | Calendar reminders |
Smart auto-follow-ups
|
| Client Communication | Scattered emails |
Centralized history
|
| Analytics | No insights |
Detailed dashboards
|
| Contract Management | External tools |
Built-in e-signature
|
| Team Collaboration | Email chains |
Role-based access
|
Reduce proposal preparation time by 75% with automated workflows and smart templates.
Close 40% more deals with systematic follow-ups and proposal tracking insights.
Eliminate follow-up fatigue with centralized communication and automated reminders.
Join 2,500+ sales teams who've eliminated follow-up fatigue and increased their close rates.