Proposal Management

Efficient Proposal Management to Accelerate Sales and Improve Workflow

Stop switching between tools to send proposals and track follow-ups. CRM9’s Proposal Management feature helps you generate, send, and monitor proposals seamlessly—so you can close deals faster, maintain professionalism, and stay organized, all within your CRM workspace.

get a demo Get a Quote

Why CRM9 for Proposal Management?

Create and send professional proposals in minutes
Track views and engagement in real-time
Seamlessly convert proposals into projects and invoices
Integrated with lead and client management
Helps close deals faster with clarity and efficiency

Generate Proposals in Minutes

Save time while maintaining a professional edge, every single time. With CRM9, you can create polished, branded proposals in minutes using our pre-built, customizable templates tailored to your business needs. Add your services, pricing, terms, and company branding effortlessly to reflect your professionalism in every document you send. Whether you’re preparing a proposal for a new lead or an upsell for an existing client, CRM9 helps you build proposals quickly while your lead is warm, increasing your chances of winning deals before competitors even respond. Say goodbye to clunky design tools and manual formatting, and hello to fast, beautiful proposals that impress your clients

Send Proposals Directly from CRM9

No more switching tabs or losing track of proposals across emails. Send proposals to your clients directly from their profiles in CRM9 with a single click, keeping your workflow streamlined and your process clean. Add personalized notes, highlight the next steps clearly, and maintain a professional tone in every communication without the chaos of managing documents across multiple platforms. Clients receive your proposals instantly, reducing delays and helping you maintain momentum in your sales process. CRM9 ensures your proposals are sent promptly and tracked accurately, so you always know what has been sent and to whom.

Track Proposal Views and Engagement

Know exactly when to follow up to close deals faster. CRM9 sends you real-time notifications the moment your client opens your proposal, allowing you to follow up while you’re top of mind. Track proposal status easily—whether it’s sent, viewed, commented on, or accepted—within your CRM, so your sales team always knows where each opportunity stands without guesswork. This visibility allows you to time your follow-ups perfectly, engage prospects while they are actively reviewing your proposal, and answer any questions that may arise promptly, increasing your chances of closing deals effectively.

Seamless Conversion to Projects and Invoices

From proposal to project without missing a step or losing data. Once your proposal is accepted, CRM9 allows you to convert it directly into a project or invoice with just a click, carrying forward all the proposal details automatically. No manual data re-entry, no confusion, and no delays. This seamless transition reduces manual work, minimizes errors, and keeps your workflow fast and efficient, allowing your team to begin project execution or invoicing immediately while maintaining a consistent client experience. By integrating your proposals with your projects and billing processes, CRM9 helps you close the loop from pitch to payment seamlessly.

Ready to simplify your
business?

Get Started with CRM9 today