Follow-up that does not depend on memory
For small teams of up to 10 who send proposals after calls: one shared list of deals waiting on someone, what each client did with the proposal, and the next step for each.
Small team, many open deals
Tracked in heads and inboxes
- Each rep keeps their own list of who to chase
- Deals go cold while everyone assumes someone followed up
- Bounced proposal emails found after the quarter ends
- Expired quotes discovered when the client finally replies
Tracked in one place
- A shared list of proposals read without an answer or not opened
- Suggested notes based on what each client did
- Bounces shown the day they happen
- Expiring proposals flagged five days ahead, extended in one click
What a small sales team gets
Plain tools for the part between the call and the signature. No CRM to set up.
Proposal out after the call
Paste a draft from your notes or AI chat, or start from a saved team template, and send it the same day.
One list for everyone
Every open proposal on the account, with how far it got: sent, opened, read again, signed, paid.
Told when deals move
Notifications when a prospect opens a proposal, comes back to it, signs or declines.
Bounces caught early
A proposal email that bounced shows up straight away, with a link to fix the address.
Nothing expires by accident
Proposals close to their date are flagged, the client is reminded three days before, and you can extend by 7, 14 or 30 days.
Up to 10 people
Business covers 10 people for $79 a month in total, not per seat. Viewers can read without sending.
Frequently asked questions
Put your team's open proposals on one list.
Start the 14-day Pro trial and invite your team. No credit card needed.
Free plan · No credit card · 14 days of Pro