Proposify
proposify.comSales proposals with reusable content, interactive pricing, and conditional send approval
Sales proposals with reusable content, interactive pricing, and conditional send approval
Account-linked sales opportunities with product quantities and selected-record statistics
Route visiting-company activity into an owned sales follow-up
NFT collection and chain sales rankings
A self-hosted CRM core for leads, contacts, and sales workflows
Retail outlet sales execution with configurable visit priorities and route constraints
Versioned sales libraries with personalized materials and branded buyer portals
AI agent that finds prospects and sends sales outreach
Field sales execution with offline presentations, meeting records, and CRM synchronization
Lead management with separate qualification levels, lifecycle states and guided conversion
AI parallel dialer that calls several numbers at once and routes live answers to sales reps.
AI platform for go-to-market teams to automate workflows
CRM lead routing that distinguishes account owners from rotating pools
Photography lead workflows whose templates are separate from assigned jobs
Browser prospect capture, CRM enrichment, and champion tracking
Use company context and CRM deal segments to rank prospect accounts
CRM-based automation for lead capture and customer follow-up
Customer records, sales activity, and workflows with self-hosted or managed access
Organise seller work by account, channel and time zone within a broader revenue platform
Build and run specialist AI agents for sales, support and operations
AI GTM platform that finds intent signals and enriches CRM data for B2B teams.
AI workspace that runs recurring work and creates files
Sales-tax calculations and filings with a team to manage the work
Sales tax and VAT management with return review and remittance