Customer stories

Success in numbers

See how real teams close deals with live, trackable proposals.

HubSpot

B2B software · 22 staff

"Deals sync from HubSpot in one click. We stopped copying fields into Word and our reps send twice as many quotes."

Lauren H. · Sales ops
4×

Logistics · 38 people

"Ready quotes auto-send on WhatsApp. First-response time is four times faster and nothing vanishes in chat threads."

James T. · Freight forwarding
12 min

Insurance brokerage · 14 staff

"The AI assistant drafts scope and pricing in twelve minutes. Work that ate half a day now wraps before lunch."

Diane W. · Commercial insurance
+45%

Architecture studio · 9 people

"We see which sections clients linger on and steer the follow-up there. Close rate climbed 45% in two months."

Maya S. · Architecture
4.9★

Dental clinic · 16 staff

"Google reviews sit next to the deposit button in one live page. Trust and payment happen in a single view."

Dr. Megan R. · Healthcare
300+

Events agency · 11 people

"We blasted 300+ rows from Excel as scheduled proposals. Monday mornings are no longer spreadsheet marathons."

Nina K. · Event production