New Business Proposal Pipeline
Track every prospect from initial enquiry through to proposal sent and decision received. Keep your sales pipeline organised and spot bottlenecks before they cost you revenue.
Want to go deeper on crm for small business?
A CRM for small business tracks leads, deals, and follow-ups without enterprise complexity. Appaca builds a lightweight CRM around your real pipeline stages and customer fields.
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ViewQuestions & answers
Yes, file attachments let you keep the actual proposal alongside the deal record for quick reference.
You can fully customise the stage names and order to match your exact sales process.
Yes, deals that have not moved stages in a configurable number of days can trigger automatic follow-up reminders.