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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Funel.io is an innovative client-management platform specifically tailored for businesses in marketing and sales. It offers a multitude of smart AI tools, including buyer persona creators and a spam checker. The platform is designed to streamline your workflow, from client onboarding to daily updates. Integrating blockchain technology, Funel provides an extra layer of data security. Features like the proposals and invoice creator assist in creating professional and personalized documents for your clients. The real-time updates module facilitates frequent communication between your team and clients. By using Funel, you can focus more on enhancing business-client relationships and less on administrative tasks. Upgrade your business with Funel.io & transform client management.

Description

Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Capsule No 
Insightly No 
Pipedrive No 

Integrations

Capsule Yes 
Insightly Yes 
Pipedrive Yes 

Pricing Details

$299
Monthly starter plan
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Funel.io

Founded

2012

Country

United Kingdom

Website

www.funel.io

Vendor Details

Company Name

Proposable

Founded

2009

Country

United States

Website

www.proposable.com

Product Features

Sales Acceleration

CPQ No 
Campaign Management Yes 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking Yes 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management Yes 
Templates No 
Workflow Management Yes 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository Yes 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Alternatives

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