Features
Proposal analytics
Propelio tells you the moment a client opens your proposal, so you can follow up while the conversation is still warm rather than guessing at the right time. Your analytics dashboard shows every proposal by status and total value, giving you a clear picture of your pipeline at any point in time.
What you get with Propelio
The data you need to close proposals with confidence.
Know when your proposal lands
The first-open timestamp tells you exactly when a client read your proposal, so you follow up at the right moment rather than guessing.
Email alerts on key events
Get notified when a client opens, signs or declines. Configure which events matter to you in your personal notification settings.
Pipeline value at a glance
The analytics dashboard shows your proposals broken down by status and total value so you always know what is in play.
View counts per proposal
See how many times a client has opened a proposal. Multiple views often signal genuine consideration worth a call.
Why it matters
Stop guessing. Know when your proposals land in their inbox.
Sending a proposal and hearing nothing is one of the worst feelings in business. You do not know whether to follow up or give it another day. Propelio tells you the moment a client opens your proposal, so you can reach out while the conversation is warm rather than guessing.
Your dashboard shows every proposal by status and value in one place, so you always know what is in the pipeline, what needs a nudge, and where your next piece of work is coming from.
- Know when your proposal lands
- Email alerts on key events
- Pipeline value at a glance
- View counts per proposal
Keep exploring
Works well with.
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