Capture and qualify
Fits naturally inside Proposal & SOW workflows.
Proposify
Default74/100
Proposal management with templates and analytics. Tracks what clients read, how long they spend, and when to follow up.
Editorial Summary
Where This Tool Wins
Sources: both seed markdown files
- Strongest area: Outcome fit
- Watch area: Pricing sanity
Workflow Fit
How to Place It in Your Delivery Loop
Deliver with less overhead
30 minutes setup keeps activation lightweight for live client work.
Connect downstream
3 integrations help keep the rest of your operating stack in sync.
Integrations
Compatibility Snapshot
HubSpot
Slack
ZapierStacks
Included in Curated Workflows
Alternatives
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Default81/100
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NotionLooker Studio
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Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.
Google Analytics
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