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About Clientsby

Welcome to Clientsby, where we revolutionize the way they approach client proposals and increase their conversion rates with data-driven insights and a modern approach to presentation. Do they find yourself wondering why potential buyers stop reading their proposals, or how to follow up effectively to secure that sale? With Clientsby, they can say goodbye to the guesswork and hello to a detailed analysis of each section of their proposal. This platform helps they optimize the customer journey, identify pain points, and tailor their approach for maximum impact. Forget about boring static PDFs or heavy PPTs that fail to engage their audience. With Clientsby, they can create interactive web-page proposals that will leave a lasting impression on their clients. This online editor makes it easy to customize templates, reuse sections, and adjust offers for different clients with just a few clicks. If they're a professional seeking a third-party perspective to take their client proposals to the next level, Clientsby is the solution for them. This informative and authoritative platform provides the expertise they need to stand out in a competitive market and impress their customers with a modern and engaging presentation. Don't settle for mediocre results choose Clientsby and elevate their client proposals to new heights. Start optimizing their approach today and see the difference it can make in their conversions.

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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
    77%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    61%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Clientsby Features

Proposal Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    77%

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.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Alert Notifications

Alerts the user when predefined criteria is met

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
Clientsby Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot
Disclaimer: The pricing details were last updated on 06/03/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Clientsby Pricing.

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Clientsby FAQs

What is Clientsby used for?

Clientsby is Proposal Software. Clientsby offers the following functionalities:

  • Document Analytics
  • Document Library
  • e-Signature
  • Customer Pipeline
  • Contact Management

Learn more about Clientsby features.

What are the top alternatives for Clientsby?

Does Clientsby provide API?

No, Clientsby does not provide API.

Clientsby Contact

Vendor Details

Not available

Contact Details

Not available

https://clientsby.com/

Social Media Handles

Not available

Grid Report for Clientsby

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