Category/Proposal & SOW

Create winning proposals faster. From scope draft to signed agreement — tools that match how consultants close deals.

IntegrationsAll integrations

Tools must include all selected integrations.

Pricing
Effort

Tools Ranked by Fit

CreateMySOW

Default81/100

Lightweight SOW generator. Define scope, set deliverables, export. Done in 5 minutes, not 5 hours.

Free5 minutesMedium intelligence
PDFDOCX

ClickUp AI SOW Generator

Default79/100

AI-assisted SOW drafting inside ClickUp. If you already use ClickUp for delivery, your SOW feeds directly into project setup.

Free trial30 minutesHigh intelligence
SlackGmailZapierNotion

Looker Studio

Default77/100

Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.

Free30 minutesMedium intelligence
Google AnalyticsGoogle Sheets

Apollo

Default76/100

The most intelligent lead generation platform. Build lists → enrich data → reach out. 250M+ contacts with workflow-first filtering.

Contact for pricing30 minutesHigh intelligence
HubSpotZapierGmailSlack

Fathom

Default76/100

Zero-friction call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work.

Contact for pricing30 minutesHigh intelligence
SlackHubSpotNotionSalesforce

Krisp

Default76/100

Noise cancellation and meeting notes for remote calls. 5-minute setup, works with any meeting tool. Your clients hear you, not your environment.

Contact for pricing5 minutesMedium intelligence
ZoomSlack

lemlist

Default76/100

Multichannel prospecting across email, LinkedIn, and phone — one workflow, not three tools. Thinks in sequences, not channels.

Contact for pricing30 minutesHigh intelligence
GmailHubSpotSlackZapier

Otter

Default76/100

Meeting transcription that thinks ahead: summaries, action items, and CRM handoff. Your calls become searchable, actionable notes.

Contact for pricing30 minutesHigh intelligence
GmailHubSpotSlackNotion

PandaDoc

Default76/100

Document workflow that handles the full lifecycle: draft → review → approve → e-sign. Built for teams that send 5+ proposals per month.

Contact for pricing30 minutesHigh intelligence
HubSpotSlackZapierStripe

Reply.io

Default76/100

Outbound sequencing with team collaboration. Build sequences, track replies, coordinate follow-ups across your team.

Contact for pricing30 minutesHigh intelligence
GmailHubSpotZapierSlack

Smartlead

Default76/100

Intelligent cold email with mailbox rotation and warmup. Thinks like your outreach process: write → send → rotate → track.

Contact for pricing30 minutesHigh intelligence
GmailZapierSlackHubSpot

ExcelDashboardAI

Default75/100

Upload an Excel file, get a dashboard. Simple workflow for consultants who need quick visual outputs from workbook data.

Free trial30 minutesMedium intelligence
ExcelCSCSV

Excelmatic

Default75/100

Natural-language Excel analysis. Ask questions about your data, get charts and formulas. Saves hours of spreadsheet wrangling.

Free trial30 minutesMedium intelligence
ExcelCSCSV

SendPortal

Default75/100

Open-source email campaign manager. Self-hosted, full control, zero vendor lock-in. Good for consultants with technical chops.

Free2 hoursMedium intelligence
SMSMTPCSCSVGmail

AgencyAnalytics

Default74/100

Automated client reporting with white-label options. Set up once, reports ship on schedule. Your clients see your brand, not the tool.

Contact for pricing30 minutesMedium intelligence
Google AnalyticsSlackHubSpot

Avoma

Default74/100

Meeting → Notes → CRM in one workflow. Scheduling, recording, and follow-up automation that thinks about the next step.

Contact for pricing30 minutesMedium intelligence
HubSpotSlackGmail

Better Proposals

Default74/100

Proposal → e-sign → payment in one flow. Fast setup, clean templates, and built-in follow-up tracking.

Contact for pricing30 minutesMedium intelligence
StripeZapierGmail

Bonsai

Default74/100

Client ops suite: proposals, projects, time tracking, invoicing. One tool for the business side so you can focus on the consulting side.

Contact for pricing30 minutesMedium intelligence
StripeQuickBooksGmail

Bricks

Default74/100

AI analyst for dashboards and reporting. Upload data → Get charts and narrative. Executive-ready outputs in minutes, not hours.

Contact for pricing30 minutesMedium intelligence
CSCSVGoogle SheetsHubSpot

Databox

Default74/100

KPI dashboards with templates and automated reporting. Standardize how you report across clients without rebuilding every time.

Contact for pricing30 minutesMedium intelligence
HubSpotGoogle AnalyticsSlack

Fellow

Default74/100

Meeting assistant that tracks actions and connects them to your PM tools. Your follow-ups become tasks, not forgotten notes.

Contact for pricing30 minutesMedium intelligence
SlackNotionHubSpot

Fireflies

Default74/100

Meeting transcription with searchable conversation history. Every client call becomes a knowledge asset you can reference later.

Contact for pricing30 minutesMedium intelligence
SlackHubSpotNotion

Instantly

Default74/100

Email sequences that adapt based on engagement. Send → Monitor opens → Follow up intelligently. Deliverability controls built in.

Contact for pricing30 minutesMedium intelligence
GmailHubSpotZapier

Klipfolio

Default74/100

Flexible dashboard platform. Pull from mixed data sources, build tailored views per client. Good for consultants with complex reporting needs.

Contact for pricing30 minutesMedium intelligence
Google SheetsHubSpotSlack

MailRush

Default74/100

Cold email with your own SMTP/IMAP setup and CSV imports. For consultants who want full control over their mail infrastructure.

Contact for pricing30 minutesMedium intelligence
GmailSMSMTPCSCSV

MeetGeek

Default74/100

Automatic meeting capture: recording, transcription, and summaries without lifting a finger. Join call → Get notes.

Contact for pricing30 minutesMedium intelligence
SlackNotionHubSpot

Proposify

Default74/100

Proposal management with templates and analytics. Tracks what clients read, how long they spend, and when to follow up.

Contact for pricing30 minutesMedium intelligence
HubSpotSlackZapier

Qwilr

Default74/100

Interactive web-based proposals that close. Approval and payment built into the same page your client reviews. No PDFs, no friction.

Contact for pricing30 minutesMedium intelligence
HubSpotStripeZapier

Read AI

Default74/100

Meeting intelligence: notes, action items, and engagement metrics. Knows who talked, what was decided, and what needs follow-up.

Contact for pricing30 minutesMedium intelligence
SlackNotionHubSpot

Sembly AI

Default74/100

Turns meetings into structured plans, tasks, and reports. Conversations become deliverables, not just recordings.

Contact for pricing30 minutesMedium intelligence
SlackNotionHubSpot

tl;dv

Default74/100

Meeting summaries that feed your CRM and draft your follow-ups. Record → Summarize → Log → Follow up. One workflow.

Contact for pricing30 minutesMedium intelligence
HubSpotSlackNotion

Wethos

Default74/100

Proposals, contracts, invoicing, and payments in one workflow. Thinks like a consultant: scope → sign → invoice → get paid.

Contact for pricing30 minutesMedium intelligence
StripeQuickBooksGmail

ColdCopy

Default73/100

AI-powered personalized cold email generation. Input prospect info, get tailored copy. Saves 30+ minutes per outreach batch.

Free trial30 minutesMedium intelligence
Gmail

Clay

Default72/100

Composable enrichment and GTM workflows. Thinks like a data analyst: pull → enrich → score → export. For consultants who build custom pipelines.

Contact for pricing2 hoursHigh intelligence
ZapierHubSpotSlackNotion

OSS Cold Email Sender (Show HN)

Niche Fit69/100

Lightweight open-source bulk sender. SMTP + CSV, basic tracking. For consultants who prefer building over buying.

FreeNeeds setup workMedium intelligence
SMSMTPCSCSV