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Pipeline

New3
Contacted2
Proposal2
Won1

Quotation #Q-2024-042

DescriptionQtyPriceTotal
Total:$12,500
Client
Sent

Proposal Editor

AI Generate
Sections
Overview
Objectives
Timeline
Pricing

Dashboard

Active Projects
12
Completed
48
Proposals Sent
8
Total Leads
156
Revenue
Upcoming Payments

Everything you need to grow

One platform to manage your entire client lifecycle

Visual Pipeline

Track leads through your sales process with a beautiful Kanban board. Never miss a follow-up again.

Professional Quotations

Create detailed quotations in minutes. Export to PDF and send directly to clients.

AI-Powered Proposals

Generate compelling proposals with AI assistance. Customize templates for any project type.

Project Management

Track milestones, payments, and deadlines. Keep your projects on track from start to finish.

Team Allocation

See who's available at a glance. Manage capacity and prevent overbooking.

Revenue Insights

Real-time dashboards showing your revenue, pipeline value, and upcoming payments.

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