Track client agreements with Better Proposals and Capsule CRM
Track client agreements with Better Proposals and Capsule CRM
Track client agreements by updating Capsule CRM with notes when proposals are signed in Better Proposals. This ensures efficient tracking of client interactions and enhances your proposal management process.
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Overview
Track client agreements by updating Capsule CRM with notes when proposals are signed in Better Proposals. This ensures efficient tracking of client interactions and enhances your proposal management process.