A pipeline that fits how you sell
See deals as a board or a list. Owners and admins can rename stages, set their colours and win probability, and add up to 12 open stages.
What you can do
Everything on the deal
Link proposals, contracts and client rooms to a deal, add the people involved and keep notes beside the value and close date.
A suggested next step
Each open deal shows what to do next, based on document activity and room feedback. Discuss it with Propovo AI in one click.
Your client list
Import contacts from Excel or CSV, filter by prospects, active and past clients, and see each client’s deals, documents and rooms.
The workflow
Add a deal
Or track an existing proposal as a deal.
Link the work
Attach documents, client rooms and contacts.
Move it forward
Update the stage as the conversation moves.
Close it out
Mark it won or lost with a quick confirmation.
Built around your work
Know where every deal stands
Stage, value and the latest activity, without a separate CRM tab.
Start from the client
Create a new document for a contact with their details already filled in.
Keep your CRM in the loop
Bring contacts in from HubSpot, Pipedrive, Salesforce or Zoho, and log proposal activity back to them.