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72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pro-Posal logo
Proposal Software

5 2 user ratings

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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clientary logo
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Overview

Description Pro-Posal will set an automatic 7-day reminder to follow up that will appear on your dashboard calendar. Use Pro-Posal to communicate with your customer. Keep contact information in Pro-Posal for follow-up on the next service. Use Pro-Posal for unsolicited bidding. This is the process of identifying work you see in your area and would love to get. Using this very old but simple method, you create a bid for your potential customer, then do the backend work to find their contact information. You then send an “unsolicited” bid and start the follow-up process. The best part is that they teach you how to do this using the program, totally free of charge. Read more Clientary is the perfect solution to win clients and save time by providing a full-suite platform to manage the entire process from Proposals, Estimates, Projects, Hours, Invoices, Payments, Staff, and Clients. It streamlines the process to make it easier for businesses to stay organized, on track and on budget. It offers an integrated solution for project management, financial management, and customer management that allows businesses to streamline their workflow and increase efficiency. With Ronin, businesses can easily track progress, gain insights, and quickly make decisions to improve their operations. The platform is customizable, so businesses can tailor the software to fit their specific needs. The cloud-based platform is secure, fast, and easy to use, allowing businesses to focus on growing their business instead of managing data. Read more
Pricing Options
  • Free Trial Available
  • Starts at $30.0.
  • Free Trial Not Available
  • Starts at $19.0. Offers Free-forever plan.
SW Score & Breakdown

72% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    67%
  • Momentum
    60%
  • Popularity
    67%

73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    74%

Features

Total Features
4 Features
4 Features
Common Features for All
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
    • Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    5/5 2 user ratings
    Not Available
    Rating Distribution
    • Excellent

      100%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $30.0.
    • Free Trial Not Available
    • Starts at $19.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Pro-Posal $30.00 $30.00 per month

    Free Free

    Solo $19.00 $19.00 per month

    Team $39.00 $39.00 per month

    Agency $59.00 $59.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Vendor information

    Company Details

    Not available

    Located in: San Jose, California Founded in: 2008
    Contact Details

    Not available

    https://www.closethejob.com/

    Not available

    https://www.clientary.com/

    Social Media Handles

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