Clientsby Overview

Clientsby is a proposal management software designed to help businesses create, track, and manage professional proposals efficiently. With this software, teams can collaborate on proposal creation in real-time, ensuring that proposals are consistent, error-free, and tailored to each client’s needs. Clientsby streamlines the proposal lifecycle, from drafting and approval to submission and follow-up, helping businesses save time and close deals faster. The software offers customizable templates, allowing users to create visually appealing proposals that align with their brand. It also includes e-signature functionality, enabling clients to approve proposals electronically, reducing the need for physical paperwork. With features such as detailed tracking and analytics, Clientsby allows businesses to monitor the progress of proposals, see which sections are most engaging to clients, and adjust strategies accordingly. By improving the efficiency of proposal creation and enhancing client engagement, Clientsby helps businesses improve their proposal win rates and close more deals.

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Contact Details

  • Vendor Name Clientsby
  • Founded
  • Location

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Information Services, Information Technology & Services

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Clientsby Features

  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control

Clientsby Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Pro

$19 Per User

Clientsby FAQs

Clientsby is a proposal management software designed to help businesses create, track, and manage professional proposals efficiently. With this software, teams can collaborate on proposal creation in real-time, ensuring that proposals are consistent, error-free, and tailored to each client’s needs. Clientsby streamlines the proposal lifecycle, from drafting and approval to submission and follow-up, helping businesses save time and close deals faster. The software offers customizable templates, allowing users to create visually appealing proposals that align with their brand. It also includes e-signature functionality, enabling clients to approve proposals electronically, reducing the need for physical paperwork. With features such as detailed tracking and analytics, Clientsby allows businesses to monitor the progress of proposals, see which sections are most engaging to clients, and adjust strategies accordingly. By improving the efficiency of proposal creation and enhancing client engagement, Clientsby helps businesses improve their proposal win rates and close more deals.

  • No, Clientsby does not offer a free version.

  • Yes, Clientsby offers a free trial.

  • No, Credit Card details are not required for the Clientsby trial.

  • Clientsby offers the following pricing plans & packages:

    Pro

    $19 Per User

  • Clientsby supports the following payment frequencies:

    • Monthly Subscription

  • No, Clientsby does not offer an API.

  • Clientsby supports the following languages:
    • English

  • Following are the typical users of the Clientsby:
    • Self-Employed , Small-Business , Midsize-Business

  • Clientsby supports the following deployment:
    • Cloud Hosted

  • Clientsby supports the following devices and operating systems:
    • Web-Based