The Nusii integration allows you to create and track proposals without leaving OnePageCRM. You can also turn those proposals into deals automatically. And as the proposal status changes, the deal updates along with it.
Once a lead reaches the proposal stage, you can use the Nusii integration to build proposals that help you move them even closer to a sale.
You can do this directly from the contact’s profile in OnePageCRM, or head over to the Nusii platform to do it there for any contact you’ve pulled in from OnePageCRM.
Every deal you create with a proposal stays connected to that proposal. That means you’ll see the proposal document inside the deal’s page. And as the proposal moves forward, the deal’s status updates itself automatically.
When and how you follow up on a proposal you’ve sent is often what decides whether you win or lose the deal.
That’s why once a Nusii proposal is sent out, OnePageCRM helps you set a follow-up for it. And when it’s time to carry out that task, we’ll remind you and push you to follow through.
Connect Nusii to your CRM