Compare Proposeful vs Resource Guru vs Cliently

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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.

Software Description:

Resource Guru is the fast, simple way to schedule people, equipment, and other resources online!

Get full team visibility on one clever calendar. Lightening fast drag and drop scheduling lets you add, edit, move & delete bookings in seconds. Leave management makes it simple to manage vacation, sick days, maternity leave or any other types of time off for your resources. Our advanced clash management system prevents over-bookings and helps you stay in control. Personal dashboards are an easy way for people to quickly log in and know exactly what they should be working on for the week. Powerful reports allow you to monitor utilization rates and plan capacity, and there is no software to install or training required you and your team can get started immediately.

Plans start from only $2.50 per person/month. Sign up now for a 30-day free trial.

Software Description:

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

Features:

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

Features:

  • Task Scheduling/Tracking
  • Forecasting
  • Vacation Calendar
  • Employee Database
  • Project Management
  • Multi-User
  • Scheduling
  • Calendar Management
  • Dashboard
  • External Integrations
  • API

Features:

  • Social-Media Integration
  • Scheduling
  • Dashboard
  • Calendar Management
  • Google Apps Integration
  • Lead Management
  • Marketing Automation
  • Email Integration
  • External Integrations
  • Data Export
  • Contact Management
  • Data Import

Summary:

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Summary:

  • Fast Drag and Drop Resource Scheduling

  • Powerful Utilzation Reports

  • Absence & Leave Management

Summary:

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

Grasshopper

$2.50
1 user(s) / month
Included in plan:
  • Unlimited Projects
  • Unlimited Clients
  • Personalized Dashboards
  • Advanced Clash Management
  • Custom Fields and Filters
  • Time Zone Support
  • Flexible User Permissions
  • API with Webhooks
  • Automatic Updates
  • Custom Fields and Flters
  • Vacation Tracker
  • Absence Management
  • Calendar Sync

Blackbelt

$4.16
1 user(s) / month
Included in plan:
  • All Grasshopper features plus
  • Powerful Reports
  • Report Downloads

Master

$6.65
1 user(s) / month
Included in plan:
  • All Grasshopper and Blackbelt features plus
  • Data Import
  • Phone Support

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

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.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, we offer email-based customer support to all customers, and also have a Help Center that provides training and answers to common questions.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, all Resource Guru accounts can (and usually do) contain multiple users.

  • Who are the main user groups of this service?
  • Resource Managers, Project Managers, Producers, Directors, Executives, and anyone else who needs to schedule resources for projects.

  • Does this service offer an API?
  • Yes, all Resource Guru customers have access to a REST API and Webhooks.

  • Does this service integrate with any other apps?
  • Yes, Resource Guru has an integration with Podio and also integrates with Zapier, allowing you to connect to hundreds of popular apps.

FAQs:

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

Publisher:

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

Publisher:

Founded:
-
Based in:
London
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
50
Followers:
885

Other:

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

Other:

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

Other:

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