Compare Funnel vs BuddyCRM vs Proposeful

Funnel

CRM
 (1)

BuddyCRM

CRM
 (0)
More Information More Information More Information

Crozscore:

63%
what is this?
80%
32%
interest falling

Crozscore:

48%
what is this?
29%
interest falling

Crozscore:

77%
what is this?
90%
25%
interest rising
Funnel screenshot view 1 more BuddyCRM screenshot view 3 more Proposeful screenshot view 3 more

Software Description:

Users can create a contact form using the form builder, and install the form on their website (simple copy/paste).

Each time someone submits that contact form, a 'case' is created in their sales funnel and they can start a conversation about a project..

In addition to standard email messages users can create and send proposals to their customers, and add notes to cases, or their customer profiles.

Funnel also captures information from the people that submit the forms, and maintains a light weight version of a traditional CRM.

Software Description:

Sales team focus - If they buy in and see the benefit, then the management data will be gold dust.

Easy to Use - We try and make sure no action in BuddyCRM takes more than 3 clicks.

Link with other systems (such as ERP and accounting) to display all customer information in one place, giving a single customer view.

Real-time management information through Buddy dashboards.

Interrogate your data in different ways to generate targeted campaign lists. Track the ROI on your marketing budget.

Software Description:

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

Features:

Features:

Features:

  • Multi-User
  • Notifications
  • Lead Management
  • Multi-Currency
  • Conversion Tracking

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal tracking and basic sales funnel tools

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

Summary:

  • Record, track and manage activities with customers and prospects in one central, easy to use feed

  • Sync sent and received emails, with attachments, from any e- mail platform including mobile

  • Lead tracking and management

  • Customisable dashboards

  • Opportunity tracking and management

  • Dedicated Manager Module for tracking sales team activity levels and highlighting trends

  • Mobile through tablet and iOS app.

  • Ongoing support and assistance

Summary:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2009
Based in:
-
Employees:
11-50
Likes:
84
Followers:
86

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
Portuguese, English
Regional Restrictions:
No restrictions.
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