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Proposal Management Software with Lead Management (2026)

Last updated: April 2026

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23 software options

HoneyBook logo
Category Leaders

Client management for freelancers & SMBs

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Say hello to the only proposal you’ll ever need.
Invoice, agreement, and payment are together at last. That means a seamless experience for your clients—and more cha-ching for you. Professional, beautiful templates and smart notifications make it easy for clients to say yes.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates proposal creation and management, allowing teams to generate quotes, contracts, and documents directly from CRM data. With templates, approval flows, and e-signature integrations, companies reduce errors and close deals faster. Available from $22/user/month.

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Agiled logo
Category Leaders

Software for managing business operations

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Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.

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Better Proposals logo
Category Leaders

Web-based sales proposal software to win business faster.

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Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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Create impressive business proposals online in minutes. Empower your sales team to win more business. Get your FREE demo now.

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Bonsai logo

One platform to streamline your entire business

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Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses. Win more clients, get fast approval, and look professional with Bonsai's streamlined proposals

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Wethos logo

All in one software made for freelancers, by freelancers.

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On Wethos, you can take your proposal creation time from hours to minutes, create and send invoices to clients, and get paid - without ever having to switch tabs. Leverage Wethos' template library to scope your work and get paid.

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Alboom CRM logo

Customer relationship management (CRM) for small businesses

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Alboom CRM is a customer relationship management system for small creative businesses. Alboom has been built to meet the needs of individuals and small businesses. Industry-leading features include one-click data view and update, business rules to control how your data flows, an activity dashboard, a contact database, and more.

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partnertribe logo

Cloud-based Sales CRM solution

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partnertribe is a cloud-based platform that helps users optimize their sales processes. It is a tool that helps with managing sales transactions and optimizing sales negotiations. The software helps users access documents, receive digitally signed acceptance contracts from customers, and create HTML forms to insert in landing pages.

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Aligned logo

Customer Collaboration Platform for sales & CS teams

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With Aligned's digital sales room you can orchestrate complex deals, manage the process, maximize buyer engagement, and reduce time to value. It streamlines all your customer communication, content, processes, and tools into one personalized customer workspace. No more chasing over emails.

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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster.

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Unanet CRM by Cosential logo

#1 Construction CRM in USA.

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Cosential is a mobile-optimized CRM and proposal automation solution for architecture, engineering, and construction firms

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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MiClient logo

Business proposal management solution for service providers

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An effortless way to Deliver Winning Proposals

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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SalesManager logo

Earn more high-value service agreements with SalesManager.

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SalesManager simplifies the unique workflows needed to win service agreements and project proposals in the commercial service industry.

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Solargraf logo

Solar proposal design, financing, and permit management

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abc

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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WISO MeinBüro logo

German-language office management software

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WISO Mein Büro 365 is an office management software. Many business areas can be managed in one software with WISO Mein Büro. The software covers areas such as offers and invoices, contacts, statistics & evaluations, banking and accounting.

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Silvasoft logo
(0)

Online booking and invoicing solution

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Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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