Graphic design presidents: never miss proposal-ready deals again

Presidents at design firms miss proposal-ready deals, causing stalled signings. Alerts notify the assigned salesperson when deals enter proposal stages, ensuring proposals are reviewed and advanced.

Overview

Proposal handoffs stall when stage changes go unnoticed at design firms, risking delayed signings and unhappy clients. This workflow routes proposal-ready deals to the assigned salesperson and logs the alert in your CRM, keeping proposals moving and preventing missed handoffs. Expect faster response times and dramatically fewer stalled proposals.

Notable Features

Notify the assigned salesperson instantly
Include deal details and links
Create CRM activity for traceability