Features
Client management
Every client in Propelio has their own record with contact details, notes, and a complete history of every proposal you have sent them. Start a new proposal from a client page and their details are already filled in, so there is less repetition and fewer chances for a typo to reach the client.
What you get with Propelio
A clear record for every client, linked to every proposal.
One record per client, every proposal attached
All proposals sent to a client appear on their record. You always know what is outstanding, what has been signed and what was declined.
Pre-fill proposals from a client record
Start a new proposal from the client page and name and email are already filled in. Less repetition, fewer typos.
Contact details and notes in one place
Store phone numbers, addresses and internal notes alongside the proposal history so your team is always up to date.
Access controlled by role
Editors and above can create and edit client records. Contributors can send proposals without seeing the broader client list.
Why it matters
Proposals with full client context, always at hand.
When a client comes back six months later, you should not have to dig through your inbox to remember what you sent them.
Every client in Propelio has their own record with contact details, notes and a complete history of every proposal you have ever sent them. Start a new proposal from a client page and their details are already filled in. Your whole team sees the same picture, so whoever picks up the conversation is immediately up to speed.
- One record per client, every proposal attached
- Pre-fill proposals from a client record
- Contact details and notes in one place
- Access controlled by role
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