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Proposify x noCRM

Looking for a sales management tool that integrates with Proposify? You've come to the right place.

Keep your pipeline moving when proposals are accepted

Connect Proposify with noCRM to reflect proposal progress in your sales pipeline and move leads to the appropriate step when a proposal is accepted.

  • Move a lead to the next step when a proposal is accepted
  • Send leads proposals from Proposify directly in noCRM
Help

Implementation guides

How to: Change lead step when a proposal is accepted

Add leads to the right pipeline step once your trigger is set off. When a Proposify proposal has been won, automatically move the lead to the step of your choice.

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