How do I close more deals and keep customers?
CRM, sales pipeline, proposals, contracts, and relationship management tools to convert leads into customers.
58 tools available
My AI Front Desk gives your business an AI receptionist that handles calls, texts, emails, and web chats around the clock. It qualifies leads, schedules appointments, and automatically builds a CRM from every conversation — no manual data entry required. Thousands of businesses use it to cut call-handling costs by up to 75% and stop losing leads after hours.
Real workflows that save time for businesses using close deals & manage relationships tools.
When an agent moves a deal to the Quote Sent stage in HubSpot, this workflow automatically generates a branded proposal in PandaDoc with the correct coverage details and sends it to the prospect for e-signature. You remove the back-and-forth of manually creating and sending documents.
Cut proposal creation time from 30 minutes to under 2 minutes and give every prospect a signed-ready document the same day they reach the quote stage.
Saves ~4 hrs/week
This workflow reads your Zoho CRM for policies renewing in the next 60 days, adds those clients to a Mailchimp renewal email sequence, and logs each touchpoint back on the CRM contact record. Agents see exactly who has been contacted without doing any manual tracking.
Retain 10% more policies per year by reaching every client 60 days before renewal and logging every touchpoint automatically.
Saves ~3 hrs/week
HubSpot Sales Hub is a sales CRM for tracking deals, managing contacts, automating follow-ups, and closing more business. Visual pipeline, email tracking, meeting scheduling, and AI-powered tools. Free CRM included. Starter: $9/seat/month. Pro: $90/seat/month.
When a prospect fills out a quote request form on your website, this workflow creates a contact and opens a deal in your CRM in seconds. Your agents get a notification with everything they need to call the prospect back right away.
Respond to every new quote request in under 10 minutes and never lose a lead to a slow response again.
Saves ~2 hrs/week