01 Connect
Make the sale
- Organise contacts
- Sync contacts with your address book
- Easily import existing contacts
- Centralised client information for teams
- Add team & schedule to proposals
- Build, issue and manage proposals
- Send beautiful, fully customisable quotes
- Create templates for proposals
- Flexible proposal structure
- Convert proposals to projects instantly
- Build a sales profile
- Track leads
- Use Tags to group and sort prospects
- Auto-reminders for submission dates
- Work collaboratively on proposals
- No limits on team or location
- Journal to record your interactions
- Send and forward emails to the journal