Taking care of business.
At times, it feels as if there’s a new proposal going out the door every day – and in some cases, there is! Keep track of them all in one place.
Keep Track
Keep a tally of proposals submitted, the amount of money pitched, and which proposals are pending, lost, and won.
Elegant Reports
Manage your proposal overview by month, quarter or year. Track your sales efforts and close rate, helping to improve business development initiatives.
Outputting the Data
Generate sales report charts showing the lead source, close percentage, region and other valuable data. Download data as a CSV to share with your team.