PropFlow: Complete B2B Sales
Commercial CRM with visual pipeline, professional technical proposals, automatic pricing, approval workflows and electronic signature — all integrated in a single solution.
ERP Implementation Project
Transform your Sales Process
See how PropFlow eliminates bottlenecks and accelerates your sales cycle
Manual Process
How it was before
With PropFlow
Automated and integrated
CRM, Proposals and Contracts in One Place
Everything your sales team needs to prospect, negotiate, price, approve and close contracts.
Intelligent Commercial CRM
Visual pipeline with Kanban, complete interaction history, closing probabilities and native Pipedrive integration.
Technical Specifications
Create professional technical proposals with detailed scope, methodology, visual timeline and allocated team.
Intelligent Pricing
Automatic calculation sheets with costs per profile, configurable margins, taxes and markup.
Commercial Proposals in PDF
Generate professional documents with 1 click. Customizable values, commercial discounts and visual identity.
Electronic Signature
Native integration with Clicksign for digital signature. Send, track and download signed contracts.
Approval Workflow
Automated flow with up to 4 approval levels: Sales → Technical → Board → PMO.
And Much More for Your Team to Sell Better
Client Registry
Complete database with tax ID, multiple addresses and automatic lookup.
Sales Calendar
Visit and activity calendar integrated with the pipeline.
Management Dashboard
Real-time KPIs: sales, conversion, average ticket and goals.
Multichannel Notifications
Alerts via Email, SMS and WhatsApp Business API.
Cover Sheet
Closing document with 4 approval levels.
RBAC Access Control
7 configurable profiles: Admin, Executive, Director and more.
Native Integrations
Connect with Pipedrive, Clicksign, WhatsApp and Comtele.
Sales Gamification
Rankings, badges, goals and rewards for your team.
From lead to signed proposal in 5 simple steps
Intuitive, efficient and fully traceable flow.
Capture the Lead
Import from Pipedrive or register manually with complete fiscal data.
Create the Proposal
Use ready templates, define scope, team, timeline and pricing.
Calculate the Price
Automatic calculation sheet with costs, margins and configured taxes.
Approve and Send
Approval workflow with 4 levels and multichannel notifications.
Sign Digitally
Send for Clicksign electronic signature and track in real time.
Choose the ideal plan for your operation
Free trial for 14 days. No commitment – cancel anytime.
Essential
To get started
Organize your sales in a simple and intuitive CRM. Ideal for small teams.
Per user/month, billed annually
14 days free. No credit card required.
- CRM with visual Kanban pipeline
- Unlimited client registry
- Integrated sales calendar
- Basic sales dashboard
- Email support
Professional
To grow
Complete B2B sales cycle: proposals, pricing and automated approvals.
Per user/month, billed annually
14 days free. No credit card required.
- Everything in Essential +
- Technical Specifications
- Automatic calculation sheets
- Commercial proposals in PDF
- Approval workflow (4 levels)
- Pipedrive integration
- Email and WhatsApp notifications
- Priority support
Enterprise
To scale
Advanced resources for large operations: digital signature and gamification.
Per user/month, billed annually
14 days free. No credit card required.
- Everything in Professional +
- Clicksign electronic signature
- Complete sales gamification
- Cover sheet with approvals
- Advanced dashboard and goals
- Multiple customizable pipelines
- Custom API and webhooks
- Dedicated support + onboarding
What our clients say
Companies that transformed their commercial management with PropFlow
"We reduced proposal creation time from 2 days to 2 hours. The automated approval flow revolutionized our operation."
"The integration with Pipedrive and Clicksign digital signature eliminated rework. Now we have full pipeline visibility."
"We finally standardized our technical specs and proposals. Margin control helped us increase profitability by 15%."
The Perfect Solution for Complex Sales
PropFlow was developed for companies that sell projects, services and solutions requiring elaborate technical and commercial proposals
IT Consulting
Standardized technical proposals, margin control and hierarchical approvals.
Outsourcing & Body Shop
Resource allocation, per-profile pricing and contract management.
Software Factories
Detailed technical specifications, effort estimates and versioning.
Professional Services
Complete CRM, visual pipeline and integrated digital signature.
Ready to Sell More and Better?
Start today with a 14-day free trial. Set up your account in minutes, import your clients from Pipedrive and see PropFlow in action.