All proposal information in one place
Keep meetings, notes, tasks, phone calls, files, budgets, revenue forecasts, and next actions attached to the same opportunity. Everyone can see what has happened and what needs to happen next.
Learn more →Understand the request correctly, plan the creative and financial work, and take action at the right time. Keep every proposal stage and every supporting record together from the first meeting to the client's decision.
Define stages for creative development, budgeting, revision, negotiation, or confirmation probability, then manage every request on a visual Kanban board. Add critical dates and next actions so no proposal is left waiting unnoticed.
Keep meetings, notes, tasks, phone calls, files, budgets, revenue forecasts, and next actions attached to the same opportunity. Everyone can see what has happened and what needs to happen next.
Learn more →For congresses, conferences, and other events with multiple revenue streams, model registration, accommodation, sponsorship, content, and other income sources together. Compare scenarios before committing to a plan and update the commercial picture as assumptions change.
Learn more →Instead of treating the proposal as a static Excel or PDF attachment, give the client a dedicated space to review the offer, comment, approve, and export what they need. See when the proposal is opened and use engagement signals to time your follow-up more intelligently.
Walk through your current event workflow with us and see where planning, attendee experience, finance, approvals, and reporting can work better together.