Instant Proposals

Revolutionize Your Proposal Management with Enhanced Features in iNextCRM

Effortlessly Generate, Customize, and Collaborate on Proposals for Seamless Business Growth

Globally Trusted Technology Partners

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Effortlessly Generate and Share Proposals with iNextCRM

Seamlessly Create and Send Unlimited Proposals with a Single Click

Create Proposals

Create and manage an unlimited number of proposals within iNextCRM. This ensures you have the flexibility to handle your proposal workflow efficiently, regardless of the volume.

Send to Customer

Send proposals to customers instantly with a one-click proposal send option. This streamlined process eliminates manual steps and ensures swift delivery of proposals to your clients.

Enhance Efficiency and Productivity

Streamline Your Workflow with Custom Templates and Comprehensive Proposal Views

Proposal Templates

Create custom proposal templates using the easy-to-use editor provided in iNextCRM. This empowers you to craft professional-looking proposals quickly, saving time and increasing productivity. Custom templates also help maintain brand consistency and improve conversion rates.

360┬░Proposal View

Gain a comprehensive view of each proposal within iNextCRM. Access and manage important components such as comments, reminders, tasks, notes, email tracking, and customer interaction within the proposal module itself.

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Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.

24x7

Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Do more with iNextCRM Proposals

Streamline Management and Improve Collaboration with Advanced Filters, Pipeline Visualization, Bulk Export, and Auto Alerts

Advanced Filters

Utilize advanced filtering options to sort and view proposals based on status, year, sales representative, and more. This enables you to quickly locate and access specific proposals, streamlining your proposal management process.

Pipeline

Visualize and manage your proposals using the intuitive pipeline layout. This feature provides a clear overview of the different stages of your proposals, allowing you to track progress and prioritize actions accordingly.

Bulk Export

Export proposals to Excel, CSV, or PDF files in bulk. This feature simplifies data extraction and enables you to share proposal information with team members or external stakeholders.

Advanced Actions

Perform various advanced actions on proposals, such as exporting to PDF, converting to proforma or invoice, attaching files to share alongside the proposal, changing status, and more. These features enhance your control and flexibility in managing proposals.

Proposal Layout View

Each proposal receives a link to view in a beautifully designed layout, complete with accept or decline buttons. Customers can easily interact with the proposal view, leave comments, and provide feedback. These comments are seamlessly integrated into the CRM proposal comment section, allowing you to respond and collaborate effectively.

Auto Alerts

iNextCRM automatically sends proposal expiration alerts to your customers on your behalf. This proactive feature ensures timely follow-ups and enhances customer engagement, increasing the chances of closing deals.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention

Testimonials

What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar

Founder

iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms

Twilio

Effortlessly trigger transactional SMS

Zoom

Set up and manage Zoom meetings

Mailchimp

Personalized marketing email campaigns

Paypal

Receive International Payments

Dropbox

Select files directly from your Dropbox account

Google

Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.

22%

Higher Predictability

1.5Hr.

Saved Per Day
Per User

11%

Higher Conversion Rate

35%

Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Efficient Online Proposal Management

With iNextCRM, you can create and manage an unlimited number of proposals. Whether you have a small volume or a large volume of proposals, iNextCRM provides the flexibility to handle your proposal workflow efficiently. You can easily organize, track, and maintain all your proposals within the application, ensuring seamless management regardless of the volume.

Absolutely! iNextCRM allows you to create custom proposal templates using the easy-to-use editor provided. This empowers you to craft professional-looking proposals quickly, saving time and increasing productivity. By customizing the appearance of your proposals, you can maintain brand consistency and improve conversion rates. The editor offers flexibility in designing your proposals to match your brand's style and requirements.

iNextCRM offers a 360-degree proposal view, providing you with a comprehensive overview of each proposal. Within the proposal module itself, you can access and manage important components such as comments, reminders, tasks, notes, email tracking, and customer interaction. This centralized view streamlines your workflow, allowing you to effectively track progress, collaborate with team members, and ensure timely follow-ups.

Yes, iNextCRM provides advanced features to enhance your proposal management experience. You can utilize advanced filters to sort and view proposals based on various criteria such as status, year, sales representative, and more. The intuitive pipeline layout allows you to visualize and manage proposals at different stages, enabling you to track progress and prioritize actions. Additionally, you can perform advanced actions on proposals, export them in bulk to Excel, CSV, or PDF files, and share them with team members or external stakeholders.

iNextCRM offers a proposal layout view that provides a beautifully designed presentation of each proposal. Customers can easily interact with the proposal view, leave comments, and provide feedback. These comments are seamlessly integrated into the CRM proposal comment section, allowing you to respond and collaborate effectively. Moreover, iNextCRM automatically sends proposal expiration alerts to your customers on your behalf, ensuring timely follow-ups and enhancing customer engagement to increase the chances of closing deals.

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Quiety
Project Management
Project Management
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