Connect your stack in one click
CRM automation, in-proposal payments, and opening notifications on your channels. Know the moment they open.
Customer data in sync
Push won deals back to your CRM; auto-create proposals from opportunities.
HubSpot
One-click connect; auto-create proposals from Deals; open and close events sync to HubSpot timeline. Two-way contact and deal sync.
Salesforce
One-click connect; auto-create proposals from Opportunities; stage and status sync back. Two-way sync for Lead, Contact, Opportunity.
Zoho CRM
One-click connect; auto-create proposals from Deals; view and close events sync to Zoho activity feed. Two-way contact & deal sync.
Excel / CSV
No CRM? Import contacts and send bulk proposals.
Collect inside the proposal
Deposit or full pay via trusted providers, instantly.
Global card payments, auto receipts, refund support.
Cards and installments tailored for Turkey.
Bank transfer
Collect in any currency; add multiple bank accounts.
Never miss an open
Instant alerts when a proposal opens, is shared, or a payment lands on the channel you already use.
Telegram
One-click connect; get all proposal alerts on Telegram, free.
Auto-send proposals on WhatsApp; even while you sleep. Built-in spam protection: sends proposals only, never reads other messages.
Key events to your inbox; auto-send proposals to clients by email.
How to connect?
Pick your account
From Settings › Integrations, choose the tool you want.
Authorize
Connect in seconds via secure OAuth or API key.
Automate
Choose which event flows where; OfferNeo handles the rest.
The WhatsApp message carries the proposal link. The guide on sending a proposal on WhatsApp covers the daily limit, the wait between messages, and the reminders you turn on.