Proposal Management
Manage the processes leading to confirmation correctly
We offer a powerful proposal management tool designed for critical issues such as understanding requests correctly, planning creative and financial processes properly, and taking timely action.
With a Kanban board
Define your proposal workflow
You can track all proposal requests on a Kanban board with stages you can create specifically for your company. You can define them based on proposal stages like creative, budget, etc., or based on the probability of the job being confirmed. In any case, we make it easier for you to manage the processes by reminding you of the critical dates for each stage and reporting the overall status.
What you need
All information in one place
When conducting a proposal process with your clients, keeping important information such as budgets, revenue forecasts, meetings, notes, tasks, phone calls, and files together with central management increases efficiency, makes interactions more personalized, and makes the process more transparent and faster.
For conferences and congresses
Revenue scenarios and strategic planning
Events like conferences and congresses, by their nature, require a completely different revenue management approach than corporate events. For such events to succeed, strategic planning that allows for the evaluation of variable situations with different scenarios is needed.
Easily create your scenarios with all your revenue sources such as registration, accommodation, sponsorships, content produced at the event, etc., and adopt a strategic approach in the face of changing situations.
Stop sending Excel files to your customers
Present your proposals on a custom screen
The industry is more competitive than ever, and digitalization is everywhere. How will you stand out in such an environment?
Instead of sending Excel files directly to your customers as you have for years, giving them a special page where they can view, approve, export, and comment on their proposals quickly differentiates you from others and is a clear way to show you are professional.
Know when your proposal is viewed
Be notified the moment your customer opens your proposal. If they open it quickly, it’s a positive signal; if it’s delayed, you know you need to take action.
After your proposal is viewed, get information on which parts attracted more interest. This real-time and critical data saves you from working in the dark and improves your confirmation rates.
