Marketplace

Nusii

Nusii is proposal software for freelancers and agencies. You build a proposal from a template, send it, and Nusii helps you keep track of it.

The Nusii CRM integration lets you create and track proposals without leaving OnePageCRM. You can also turn those proposals into deals, and as the proposal status changes, the deal updates along with it.

Need to set it up? See our Help Docs.

Create and track proposals from the CRM

Once a lead reaches the proposal stage, you can start the proposal right from their profile in OnePageCRM. Click Create Proposal in the Nusii widget, and Nusii opens with the contact's details already filled in.

The widget also lists every proposal that contact has received, with the date it was sent, its status, and the amount you proposed.

How CRM widgets work

The Nusii widget on a OnePageCRM contact profile, listing proposals with their statuses and amounts.

Keep your deals and proposals in sync

Every deal you create with a proposal stays connected to that proposal. As the proposal moves forward, the deal's status updates itself automatically.

And when a proposal gets signed, the signed copy lands on the deal in OnePageCRM as a PDF.

A Nusii proposal and its OnePageCRM deal moving in step as the status changes.

Follow up on every proposal you send

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, it'll remind you and push you to follow through.

More on follow-up reminders

Follow-up reminders next to contacts in OnePageCRM, each with a date and a next step.

Questions

Because proposals usually live outside the CRM, even though they decide whether a deal is won. Connect Nusii, and every proposal shows on the right contact, the deal updates as the proposal moves forward, and the signed copy is saved to the deal for you.

The deal connected to it updates its status on its own, and the signed proposal is added to that deal as a PDF.

In Nusii, under Integrations and API, there's a link that displays your token. Copy it right away, because Nusii won't show it a second time, then paste it into OnePageCRM when you install the integration. The setup guide has the steps.