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Funnel

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About Funnel

We had an ongoing problem with handling work inquiries coming mostly from our own website. We would either lose track of them because they would just drift down into the depths of our inboxes, and we would often forget to follow up on deals we didn’t receive a reply on.

We figured all this trouble can be solved — at least to a point — with an app that would have the following basic feature set:

  • a simple form for capturing leads, similar to a contact form many sites have,
  • a centralized place that would allow us to process these leads, that was not in our email inboxes, potentially lost or forgotten about among other email,
  • a way to communicate with our customers through the app, as well as through standard email,
  • ability to put together and send professional proposals as we couldn't be bothered to create PDFs each and every time someone wanted an estimate,
  • an address book that consisted of profiles of people that contacted us, but one that we could add to manually as well.
  • See who has viewed your emails, proposal and quotations.

About Proposeful

Proposeful is the perfect business proposal software for writing, sending and managing business proposals and quotes.

Proposeful offers the most powerful proposal editor on the market, which lets you design and write beautiful proposals even if you're not a designer. Every visit to your proposals are tracked so you can see how long clients spend on each part of your document.

Your clients can accept your proposals digitally in seconds using only an email address. Proposeful is also a powerful business proposal automation software that lets you create proposals automatically with data from your CRM and thousands of other tools.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Summary

  • Contact form creation and editing without technical knowledge

  • Deal Tracking

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

  • See who viewed your Emails, Proposal and Quotations

Summary

  • Send online business proposals that can be accepted digitally

  • See client activity on proposals

  • Automate your proposals with data and activity from your CRM

  • Unlimited Users and Integrations on all Plans

  • Pay as You Go Flexible Pricing

Pricing

Standard

$10.00
1 user(s) / month
Included in plan:
  • 15 deals a month
  • Unlimited number of Contacts
  • One User
  • Free 14 days Trial (with no commitments)
  • Email Templates
  • One Form

Pro Plan

$39.00
5 user(s) / month
Included in plan:
  • Free 14 days Trial (with no commitments)
  • Premium Support
  • Email Templates
  • Unlimited number of Contacts
  • Unlimited number of Deals
  • 5 Users
  • Unlimited Forms

Additional User

$2.00
1 user(s) / month
Included in plan:
  • Add another user in your Funnel CRM

Pricing

Starter

$19.00
Per month to send 10 proposals. $1 for additional proposals in the month.
Included in plan:
  • Unlimited Users
  • All Integrations
  • All Features

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes
    * Updated Helpdesk with FAQs, guides and videos
    * Friendly Chat Support
    * Facebook Group for better Feature Request
    * Email Support
    * Phone Support

  • What are some applications this service is commonly used in tandem with?
    • Fully Integrated with Gmail and G suite.
    • You can easily embed code on your website within minutes
  • Does this service offer multi-user capability (e.g. teams)?
  • Yes
    * Multi User
    * Multi Company
    * Multi Pipelines

  • Does this service integrate with any other apps?
    • Fully Integrated with Gmail and G suite.
  • What platforms does this service support?
  • Funnel is a Web based product with a fully responsive design so you can manage it on the go.

    Dedicated Apps are coming soon for:
    * Apple Devices (iPhone, iPads and Macbooks)
    * Android Devices
    * Chrome Extensions
    * Gmail Extensions
    and more

  • Who are the main user groups of this service?
  • Business Owners and Sales Teams including:
    * Freelancers
    * Small businesses
    * Mid Sized businesses
    * Startups
    * Agencies
    * Anyone who uses internet/emails to communicate with their customers

    Funnel can be used for any type of Industry like:
    - Digital Agencies
    - Freelancers of any service
    - Software Houses
    - Designers
    - Photographers
    - Personal Trainers
    - Online Stores
    - Bloggers
    and much more

FAQs

    Who are the main user groups of this service?
  • Consulting business, marketing agencies and consultants, I.T. and development service providers, financial service providers, accountants, law firms and several other service providers.

  • Does this service offer multi-user capability (e.g. teams)?
  • All Proposeful plans allow for unlimited users, collaborating on documents and sharing proposal templates with your team.

  • What is this service generally used for?
    1. Designing and writing beautiful proposals;
    2. Getting proposals accepted digitally;
    3. Automating proposal creation with CRM integrations;
  • Does this service offer guides, tutorials and or customer support?
  • Yes, Proposeful has a very complete knowledge base with several tutorials and offers timely support by email.

  • Does this service integrate with any other apps?
  • Proposeful has an API and integrates with Zapier and several CRMs and other applications.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful allows proposal automation when connected to a CRM like Hubspot CRM, Pipedrive or Salesforce.

    Users can create, customize and send proposals automatically when a deal on a CRM reaches a certain stage. They can also update their CRMs and other tools with data from visits to proposals and when proposals get accepted.

  • Does this service offer an API?
  • Yes.

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

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

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

Other

Who uses Funnel
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

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

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