Proposal Builder
ProposalsJuly 2026Branded 15-page proposals with AI draft, templates, live pricing, online accept, engagement insights, and deposit collection.
New features and improvements, as they land in the product. Real releases only.
Branded 15-page proposals with AI draft, templates, live pricing, online accept, engagement insights, and deposit collection.
Client approval portal, AI content engine, campaigns, post templates, hashtag groups, and UTM builder.
Burnup charts, lead-time percentiles, aging, workload views, and CSV export.
Smarter lead routing, pipeline enforcement, quotes, bulk actions, and CSV export.
Notifications now open the exact task or conversation they refer to, plus per-plan storage quotas.
Watchers, checklists, recurring rules, custom labels, SLA alerts, and AI assist on every task.
Define your own statuses and workflows, reflected on every board.
Creator roster, outreach pipeline, campaigns, deliverables, ROI and payout tracking.
Gantt charts, portfolio timeline, health scores, workload view, and per-project profitability.
Trigger-based automations and multi-step sequences across the workspace.
Faster chat and AI summaries for channels and conversations.
One place for each client — profile, work, and history together.
A shared library for logos, creatives, and brand files.
Plain-language answers over your live workspace data, available everywhere.
Start a free trial and try this month's releases in the product.
14-day free trial, no credit card required
Bring your CRM, chat, tasks, and projects together — in your currency, timezone, and tax conventions. Start free today.
No credit card required · 14-day free trial · Works in every country