Features
Activity notifications
Propelio notifies you the moment a client opens, signs, or declines a proposal, so you always know exactly when to follow up. Each alert links directly to the proposal so you can act immediately, while the conversation is still live and the client is engaged.
What you get with Propelio
Proposal alerts that put you in the right place at the right time.
Notified the moment a client opens
The first-view alert tells you a client has started reading. That is your cue to be ready for questions without seeming like you are hovering.
Instant alert on signature or decline
Know the moment a proposal is accepted or turned down, with a direct link to the proposal so you can act straight away.
Notification preferences per user
Each team member controls which events trigger an alert for them. No inbox noise for events that are not relevant to your role.
Read and unread state
Notifications stay in your Propelio inbox until you mark them read. Nothing slips through because you missed an email.
Why it matters
The moment something happens with a proposal, you know about it.
The gap between a client opening your proposal and you following up is often where deals are lost. If you wait too long, the moment has passed. If you follow up too early, you look like you are guessing.
Propelio tells you the moment something happens: a client has viewed your proposal, signed it, or declined. You get a notification with a direct link to the proposal so you can act immediately, while the conversation is still live.
- Notified the moment a client opens
- Instant alert on signature or decline
- Notification preferences per user
- Read and unread state
Keep exploring
Works well with.
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