HubSpot CRM + Proposify
Meet Your Deal Closing Dream Team
Share contacts, link proposals to deals, and get live proposal updates straight to your HubSpot timeline. You can even create and edit proposals directly from your HubSpot deal, so you can send proposals—and close deals—faster.
See why Proposify & HubSpot make a powerful team
What is Proposify?
What is HubSpot CRM?
A 100% free CRM that helps you organize, track, and nurture leads and customers.
- Free CRM
- Dashboard and reporting
- Deal pipeline
- Company insights
- Pipeline management
- Track customer interactions
Create well-designed proposals, streamline the sales process, and close deals faster
Control
Gain control over the entire proposal process in terms of the prospect experience and proposal format.
Consistency
Lock down content, pricing, and brand to a specific set of templates and mix-and-match proposal sections.
Visibility
Track client activity, open deals, upcoming pipeline, and closing benchmarks across business regions or service categories.
Power up your proposal process
- Create and edit proposals directly from your HubSpot deal
- Share contacts between platforms
- Attach proposals to deals
- Export won proposals as PDFs
- See proposal activity in your HubSpot timeline, including team comments, stages, and deals won.
"We had a dedicated Proposify Rep who took the time to dig into the details of how our business functions, plus the needs of our emploiyees using the platform. Then they offered training classes to roll things out to the entire team, videos specific to our templates, etc. Absolutely above and beyond service."
"I love the simplicity Proposify offers. Not only is it easy to modify my proposals, it's a clean look for my customers and makes our SOW very definable. I love the ability to look at metrics as well as to who is viewing my proposal and when."
"It's very user friendly and extremely easy for the client to follow. I love how customizable it is an how impressive it looks when I send my proposals to clients."